Filed December 9, 2020 (most recent of 2 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 |
|---|---|---|
TOMPKINS TRUST COMPANY2+ years Service code 21 · EIN 15-0470650 | Bank Trustee | $73,452 |
MERGANSER CAPITAL MANAGEMENT2+ years Filed as: MERGANSER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3481611 | Investment Management | $61,683 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $32,303 |
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.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 8.33% | 9.41%-1.1pp | 5.00%+3.3pp | 9.19%-0.9pp |
| Employer contribution / active EE | $6,043 | $8,353-27.7% | $35,918-83.2% | $12,608-52.1% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |