Filed December 1, 2019 (most recent of 3 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 |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP3+ years Service code 28 · EIN 20-8262386 | Investment Management | $428,595 |
Service code 28 · EIN 13-3200244 | Investment Management | $279,972 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $183,334 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $183,026 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $66,868 |
ARONSON & JOHNSON & ORTIZ, LP3+ years Service code 28 · EIN 23-2312104 | Investment Management | $52,685 |
MERCER3+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $50,800 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $45,088 |
FISHER INVESTMENTS3+ years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $41,602 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $31,468 |
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 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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -3.53% | 201.32%-204.8pp | 12.68%-16.2pp | 33.37%-36.9pp |
| Employer contribution / active EE | $11,497 | $10,877+5.7% | $22,860-49.7% | $11,253+2.2% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |