Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GRANITE GROUP ADVISORS, LLC2+ years Filed as: GRANITE SPRINGS ASSET MANAGEMENT Service code 27 150 BODMAN PLACE · RED BANK, NJ 07701 | Advisory (Plan) | $85,754 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY TRUST Service code 25 600 FIFTH AVENUE · NEW YORK, NY 10020 | Directed Trustee | $10,474 |
See 1 actuary disclosure with Solo.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 23.75% | 9.11%+14.6pp | 10.75%+13.0pp | 18.34%+5.4pp |
| Employer contribution / active EE | $17,540 | $16,122+8.8% | $35,162-50.1% | $14,665+19.6% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |