Filed March 9, 2016 (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 |
|---|---|---|
SCHRODER INVESTMENT MANAGEMENT10+ years Service code 28 · EIN 13-4064414 | Investment Management | $135,074 |
JP MORGAN (BANK ONE)10+ years Service code 21 · EIN 35-0943060 | Bank Trustee | $66,000 |
Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $56,700 |
OXFORD FINANCIAL GROUP, LTD10+ years Filed as: OXFORD Service code 28 · EIN 35-1588335 | Investment Management | $28,127 |
MCCREADY & KEENE INC.10+ years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $13,433 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $414,698-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 46.8%-46.8pp | 2.1%-2.1pp |
| Annual return | 4.25% | 8.40%-4.1pp | 8.80%-4.6pp | 9.14%-4.9pp |
| Employer contribution / active EE | $14,286 | $16,322-12.5% | $29,429-51.5% | $19,963-28.4% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,933-100.0% | $200-100.0% |