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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $480,365 |
MERCER5+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $199,211 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $72,436 |
COHNREZNICK LLP5+ years Service code 10 · EIN 22-1478099 | Accounting | $29,000 |
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 | $3,370,408-100.0% | $445,290-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 31.8%-31.8pp | 1.2%-1.2pp |
| Annual return | 13.22% | 53.27%-40.0pp | 11.97%+1.2pp | 53.27%-40.0pp |
| Employer contribution / active EE | $12,136 | $14,774-17.9% | $37,298-67.5% | $14,774-17.9% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $23-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,503-100.0% | $13,289-100.0% |