Filed January 26, 2023 (most recent of 5 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 |
|---|---|---|
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $161,063 |
CONNING, INC.2+ years Filed as: CONNING ASSET MANAGEMENT Service code 27 · EIN 43-1267103 | Advisory (Plan) | $120,289 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-1051736 | Bank Trustee | $44,996 |
MCKONLY & ASBURY LLP2+ years Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $15,761 |
BLACKROCK2+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
FEDERATED2+ years Filed as: FEDERATED INVESTORS FUNDS Service code 28 4000 ERICSSON DRIVE · WARRENDALE, PA 150867561 | Investment Management | $0 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 16.11% | 5.13%+11.0pp | 4.74%+11.4pp | 7.18%+8.9pp |
| Employer contribution / active EE | $954 | $14,689-93.5% | $36,089-97.4% | $13,095-92.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |