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 |
|---|---|---|
MERCER1 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $298,810 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $149,781 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $69,672 |
COHNREZNICK LLP9+ years Service code 10 · EIN 22-1478099 | Accounting | $35,600 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 15 · EIN 82-2042737 | Recordkeeping | $26,839 |
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 | $9,556,684-100.0% | $108,968-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 50.0%-50.0pp | 2.4%-2.4pp |
| Annual return | 4.71% | 22.81%-18.1pp | 9.63%-4.9pp | 22.81%-18.1pp |
| Employer contribution / active EE | $21,164 | $18,290+15.7% | $33,327-36.5% | $18,290+15.7% |
| Participant deferral / active EE | $0 | $603-100.0% | $45-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $596-100.0% | $85,222-100.0% |