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 CONSULTING4 years Service code 27 300 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $269,054 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 19 4800 DEER LAKE DRIVE WEST · JACKSONVILLE, FL 62246 | Securities Custodian | $86,874 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $64,286 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX Service code 25 PO BOX 419497 · BOSTON, MA 022419497 | Directed Trustee | $56,969 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $39,155 |
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 | $282,865-100.0% | $2,703,652-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 7.7%-7.7pp | 12.4%-12.4pp |
| Annual return | 9.17% | 9.89%-0.7pp | 6.73%+2.4pp | 9.89%-0.7pp |
| Employer contribution / active EE | $0 | $14,313-100.0% | $34,949-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $62-100.0% | $86-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | - | $9,084-100.0% |