Filed January 20, 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 |
|---|---|---|
MERCER2 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $246,370 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $152,263 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $70,158 |
COHNREZNICK LLP10+ years Service code 10 · EIN 33-4144829 | Accounting | $39,700 |
PENSION BENEFIT INFORMATION3 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 15 · EIN 82-2042737 | Recordkeeping | $26,839 |
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 | $33,520-100.0% | $319,563-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 41.2%-41.2pp | 2.1%-2.1pp |
| Annual return | -0.90% | 7.65%-8.6pp | 7.21%-8.1pp | 7.65%-8.6pp |
| Employer contribution / active EE | $25,157 | $20,599+22.1% | $33,209-24.2% | $20,599+22.1% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $48-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $196-100.0% | $193-100.0% |