Filed April 25, 2023 (most recent of 2 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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $128,714 |
MERCER2+ years Filed as: MERCER INVESTMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $73,189 |
FINDLEY2+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $43,843 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $26,158 |
HUNGERFORD NICHOLS2+ years Service code 10 · EIN 38-2184825 | Accounting | $12,875 |
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 | $35,636-100.0% | $500,101-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 21.3%-21.3pp | 1.8%-1.8pp |
| Annual return | 6.87% | 7.18%-0.3pp | 2.08%+4.8pp | 7.18%-0.3pp |
| Employer contribution / active EE | $4,740 | $13,095-63.8% | $47,324-90.0% | $13,095-63.8% |
| Participant deferral / active EE | $0 | $385-100.0% | $78-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,916-100.0% | $362-100.0% |