Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 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 |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT3+ years Filed as: CORNERSTONE PATRIOT FD Service code 28 · EIN 20-5578089 | Investment Management | $204,891 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $106,649 |
HOOKER & HOLCOMBE, INC.3+ years Service code 11 · EIN 06-0854693 | Actuarial | $102,420 |
Filed as: J.P. MORGAN Service code 28 · EIN 13-4994650 | Investment Management | $56,127 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $24,276 |
LOWENSTEIN SANDLER LLP2 years Service code 29 · EIN 46-0920520 | Legal | $6,693 |
US BANK3+ years Service code 21 PO BOX 790408 · ST. LOUIS, MO 631790408 | Bank Trustee | $6,163 |
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.
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 | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 6.28% | -1.12%+7.4pp | -2.18%+8.5pp | 0.19%+6.1pp |
| Employer contribution / active EE | $22,609 | $12,052+87.6% | $38,751-41.7% | $13,763+64.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |