Filed January 15, 2021 (most recent of 2 filings on file)
Total covered: 15 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $34,188 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $33,188 |
BB&T3 years Service code 21 · EIN 56-1074313 | Bank Trustee | $13,933 |
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $10,669 |
LBMC, PC2 years Service code 10 · EIN 62-1199757 | Accounting | $8,750 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 17.00% | 4.63%+12.4pp | 29.77%-12.8pp | 12.16%+4.8pp |
| Employer contribution / active EE | $42,749 | $51,918-17.7% | $33,607+27.2% | $44,746-4.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |