Filed September 2, 2016
Total covered: 33 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 9-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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $494,023 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $108,295 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $107,264 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $104,680 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $92,192 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4494650 | Investment Management | $64,335 |
LOOMIS SAYLES7 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $62,302 |
CLIFTONLARSONALLEN LLP8 years Service code 10 · EIN 41-0746749 | Accounting | $21,194 |
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $7,201 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $628,955-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | 1.42% | 9.30%-7.9pp | 8.15%-6.7pp | 9.30%-7.9pp |
| Employer contribution / active EE | $2,720 | $12,557-78.3% | $42,534-93.6% | $12,557-78.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $12-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $12,760-100.0% | - |