Filed January 29, 2018
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 |
|---|---|---|
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $983,560 |
Filed as: INSIGHT NORTH AMERICA Service code 28 · EIN 25-1890416 | Investment Management | $297,680 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $71,354 |
JEFFERY SLOCUM & ASSOCIATES, INC.1 year Service code 27 · EIN 41-1567437 | Advisory (Plan) | $48,455 |
STEVENS & LEE5+ years Service code 29 · EIN 23-1886296 | Legal | $26,505 |
Service code 28 · EIN 98-0465834 | Investment Management | $19,319 |
BONADIO & CO., LLP5+ years Filed as: THE BONADIO GROUP Service code 10 · EIN 16-1131146 | Accounting | $10,900 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 18.18% | 15.61%+2.6pp | 20.73%-2.5pp | 53.27%-35.1pp |
| Employer contribution / active EE | $0 | $10,773-100.0% | $36,500-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |