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 Service code 11 · EIN 13-2834414 | Actuarial | $542,640 |
MERCER2+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $178,457 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $78,782 |
FOX ROTHSCHILD LLP1 year Filed as: FOX ROTHCHILD LLP Service code 29 · EIN 23-1404723 | Legal | $52,437 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $26,000 |
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.
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 | $35,636-100.0% | $522,493-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 37.0%-37.0pp | 1.8%-1.8pp |
| Annual return | 4.45% | 7.18%-2.7pp | 4.11%+0.3pp | 7.18%-2.7pp |
| Employer contribution / active EE | $27,317 | $13,095+108.6% | $35,308-22.6% | $13,095+108.6% |
| Participant deferral / active EE | $0 | $385-100.0% | $25-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $8,766-100.0% | $362-100.0% |