Filed January 18, 2022
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 |
|---|---|---|
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST, N.A. Service code 21 · EIN 16-1486454 | Bank Trustee | $311,264 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $85,000 |
MONTGOMERY COSCIA1+ years Filed as: MONTGOMERY MCCRACKEN WALKER &RHOADS Service code 29 · EIN 23-0888490 | Legal | $26,968 |
DANA INVESTMENT ADVISORS2+ years Service code 28 · EIN 39-1512278 | Investment Management | $26,044 |
GRATRY & CO.2+ years Filed as: GRATRY & COMPANY Service code 28 · EIN 27-1877673 | Investment Management | $9,221 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 4.34% | 9.41%-5.1pp | 5.00%-0.7pp | 9.19%-4.9pp |
| Employer contribution / active EE | $3,996 | $8,353-52.2% | $35,918-88.9% | $12,608-68.3% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |