Filed July 20, 2017 (most recent of 5 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 |
|---|---|---|
POLSINELLI1 year Service code 29 1717 ARCH ST · PHILADELPHIA, PA 19103 | Legal | $282,496 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $280,274 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: GRAYSTONE CONSULTING Service code 27 300 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $138,826 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF AMERICA Service code 19 4800 DEER LAKE DRIVE WEST · JACKSONVILLE, FL 62246 | Securities Custodian | $88,273 |
MATRIX TRUST COMPANY5 years Filed as: MATRIX Service code 25 PO BOX 419497 · BOSTON, MA 022419497 | Directed Trustee | $51,679 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $41,193 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $17,731 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,905-100.0% | - | $417,905-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 0.0%0pp | 39.2%-39.2pp |
| Annual return | 3.12% | 4.45%-1.3pp | 5.19%-2.1pp | 13.91%-10.8pp |
| Employer contribution / active EE | $95,238 | $45,715+108.3% | $38,911+144.8% | $35,282+169.9% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |