Filed November 29, 2022 (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 |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $215,982 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH Service code 28 BNY MELLON CENTER · BOSTON, MA 021084408 | Investment Management | $157,208 |
BLACKROCK1+ years Filed as: CF BLACKROCK GLOBAL DIVIDEND INCOME Service code 28 · EIN 45-4796784 | Investment Management | $69,121 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 59-6945808 | Investment Management | $65,952 |
OFI GLOBAL TRUST COMPANY1+ years Filed as: OFI INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 13-4160541 | Investment Management | $24,444 |
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.19% | -0.09%-2.1pp | -0.81%-1.4pp | 1.67%-3.9pp |
| Employer contribution / active EE | $11,254 | $11,440-1.6% | $38,425-70.7% | $10,506+7.1% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |