Filed December 14, 2021 (most recent of 4 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 |
|---|---|---|
Service code 21 · EIN 93-1799133 | Bank Trustee | $229,731 |
HECK CAPITAL ADVISORS9 years Service code 27 · EIN 26-0202276 | Advisory (Plan) | $108,750 |
BLACKROCK9 years Service code 21 · EIN 94-3112180 | Bank Trustee | $94,116 |
ASCENSUS LLC10+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $28,026 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 13.92% | 8.48%+5.4pp | 5.17%+8.8pp | 8.48%+5.4pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $26,422-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $78-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |