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 |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $247,900 |
MERCER8+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $171,922 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $69,054 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $36,660 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 15 · EIN 82-2042737 | Recordkeeping | $24,179 |
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 | $46,984-100.0% | $220,504-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | -20.18% | 39.77%-60.0pp | -9.09%-11.1pp | 39.77%-60.0pp |
| Employer contribution / active EE | $17,778 | $19,959-10.9% | $36,696-51.6% | $19,959-10.9% |
| Participant deferral / active EE | $0 | $614-100.0% | $63-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,802-100.0% | $62-100.0% |