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 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $230,135 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH Service code 28 BNY MELLON CENTER · BOSTON, MA 021084408 | Investment Management | $140,324 |
BLACKROCK3+ years Filed as: CF BLACKROCK GLOBAL DIVIDEND INCOME Service code 21 · EIN 45-4796784 | Bank Trustee | $61,352 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 45-3856224 | Bank Trustee | $48,541 |
OFI GLOBAL TRUST COMPANY2 years Service code 28 · EIN 13-4160541 | Investment Management | $13,602 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 16.69% | 12.92%+3.8pp | 10.36%+6.3pp | 17.84%-1.2pp |
| Employer contribution / active EE | $13,295 | $14,070-5.5% | $37,738-64.8% | $14,688-9.5% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |