Filed September 29, 2020 (most recent of 4 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 9-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 |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 10 · EIN 23-1707341 | Accounting | $402,762 |
Filed as: TOWERS WATSON DELAWARE INC Service code 10 · EIN 53-0181291 | Accounting | $152,995 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $47,925 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 50 · EIN 31-1582098 | Direct Payment | $35,870 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $17,786 |
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.
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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 9.76% | 11.50%-1.7pp | 337.46%-327.7pp | 23.90%-14.1pp |
| Employer contribution / active EE | $9,804 | $12,608-22.2% | $20,191-51.4% | $16,539-40.7% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |