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 |
|---|---|---|
GREYSTONE CONSULTING3 years Service code 27 300 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $319,939 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $101,792 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 19 4800 DEER LAKE DRIVE WEST · JACKSONVILLE, FL 62246 | Securities Custodian | $76,710 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 25 PO BOX 419497 · BOSTON, MA 022419497 | Directed Trustee | $63,453 |
BDO USA, LLP1 year Filed as: BDO USA, P.A. Service code 10 · EIN 13-5381590 | Accounting | $52,150 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,032-100.0% | $2,278,297-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.9%-9.9pp | 5.6%-5.6pp | 9.9%-9.9pp |
| Annual return | -18.19% | -5.25%-12.9pp | 111.29%-129.5pp | -5.25%-12.9pp |
| Employer contribution / active EE | $10,309 | $15,166-32.0% | $46,003-77.6% | $15,166-32.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $62-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $0 | $3,859-100.0% |