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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $710,940 |
MERCER3+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $164,285 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $87,142 |
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $27,000 |
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.
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 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 | $1,723,788-100.0% | $451,207-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 35.0%-35.0pp | 1.9%-1.9pp |
| Annual return | 6.91% | 23.90%-17.0pp | 8.77%-1.9pp | 23.90%-17.0pp |
| Employer contribution / active EE | $11,507 | $16,539-30.4% | $36,356-68.3% | $16,539-30.4% |
| Participant deferral / active EE | $0 | $350-100.0% | $68-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $3,635-100.0% | $18,975-100.0% |