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 |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $352,705 |
MERCER7+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $218,703 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $73,436 |
COHNREZNICK LLP7+ years Service code 10 · EIN 22-1478099 | Accounting | $33,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $98,742-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 30.7%-30.7pp | 3.6%-3.6pp |
| Annual return | -0.60% | 11.84%-12.4pp | 7.86%-8.5pp | 11.84%-12.4pp |
| Employer contribution / active EE | $13,537 | $17,339-21.9% | $39,100-65.4% | $17,339-21.9% |
| Participant deferral / active EE | $0 | $683-100.0% | $45-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $15,347-100.0% | $409-100.0% |