Filed September 6, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $55,843 |
Service code 29 · EIN 16-0766172 | Legal | $14,570 |
Filed as: TEAL BECKER & CHIARAMONTE, CPAS P.C Service code 10 · EIN 14-1624930 | Accounting | $8,000 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $7,296 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-1411037 | Investment Management | $6,852 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $5,924 |
DIAMOND HILL10+ years Service code 28 · EIN 31-1019984 | Investment Management | $5,197 |
HARRIS10+ years Service code 28 · EIN 04-3276558 | Investment Management | $5,035 |
PGIM INVESTMENTS4 years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $4,883 |
SHAPIRO CAPITAL MANAGEMENT LLC10+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $4,845 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $181,263-100.0% | $181,263-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 66.1%-66.1pp | 52.9%-52.9pp | 39.2%-39.2pp |
| Annual return | 6.02% | 12.30%-6.3pp | 12.57%-6.6pp | 13.91%-7.9pp |
| Employer contribution / active EE | $0 | $26,565-100.0% | $23,666-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $13-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $187,584-100.0% | $187,584-100.0% | $41,846-100.0% |