Filed July 7, 2016 (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 5-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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $1,017,450 |
SEI INVESTMENTS1 year Service code 17 P.O. BOX 945794 · ATLANTA, GA 30394 | Pension Consulting | $347,319 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 875 THIRD AVE · NEW YORK, NY 10022 | Actuarial | $105,256 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 17 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Pension Consulting | $53,495 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $44,692 |
Filed as: FIDELITY INV INST OPERATIONS CO LLC Service code 14 PO BOX 73307 · CHICAGO, IL 60673 | Plan Administrator | $29,310 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $333,750-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.6%-48.6pp | 0.0%0pp |
| Annual return | -16.22% | 7.68%-23.9pp | -9.60%-6.6pp | 7.68%-23.9pp |
| Employer contribution / active EE | $5,758 | $9,142-37.0% | $56,630-89.8% | $9,142-37.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $124-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $5,181-100.0% | $19,323-100.0% |