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 COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $213,440 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH Service code 28 BNY MELLON CENTER · BOSTON, MA 021084408 | Investment Management | $129,797 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 45-3856224 | Bank Trustee | $55,362 |
OFI GLOBAL TRUST COMPANY1 year Service code 28 · EIN 13-4160541 | Investment Management | $23,866 |
BLACKROCK2+ years Filed as: CF BLACKROCK GLOBAL DIVIDEND INCOME Service code 28 · EIN 45-4796784 | Investment Management | $17,465 |
FRANKLIN TEMPLETON1 year Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $12,229 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 6.37% | 6.13%+0.2pp | 4.74%+1.6pp | 9.19%-2.8pp |
| Employer contribution / active EE | $12,219 | $10,206+19.7% | $36,089-66.1% | $12,608-3.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |