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 |
|---|---|---|
BLACKROCK2 years Service code 21 · EIN 94-3112180 | Bank Trustee | $419,468 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $191,676 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 23 · EIN 01-0233346 | Insurance services | $120,966 |
HECK CAPITAL ADVISORS2 years Service code 27 · EIN 26-0202276 | Advisory (Plan) | $95,000 |
ASCENSUS LLC3+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $40,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 20.70% | 16.32%+4.4pp | 16.78%+3.9pp | 16.32%+4.4pp |
| Employer contribution / active EE | $11,567 | $12,766-9.4% | $26,328-56.1% | $12,766-9.4% |
| Participant deferral / active EE | $1 | $800-99.9% | $97-99.0% | $800-99.9% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |