Filed January 6, 2017 (most recent of 5 filings on file)
Total covered: 19 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 27 5299 DTC BOULEVARD SUITE 1150 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $30,283 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,600 |
COOK STREET CONSULTING1 year Service code 50 · EIN 84-0854432 | Direct Payment | $14,750 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $950 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
FROST BANK1 year Filed as: FROST FUNDS Service code 52 · EIN 23-3040006 | Indirect Investment Fees | $0 |
GAMCO ASSET MANAGEMENT1 year Filed as: GABELLI Service code 52 · EIN 13-3678826 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,529 | $80,753+2.2% | $136,294-39.4% | $62,292+32.5% |
| Participation rate | 85.7% | 73.5%+12.2pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 18.66% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $4,748 | $2,884+64.7% | $4,695+1.1% | $2,042+132.5% |
| Participant deferral / active EE | $4,056 | $5,164-21.5% | $6,247-35.1% | $3,169+28.0% |
| Admin fee / account holder | $128 | $525-75.6% | $9,243-98.6% | $479-73.3% |