Filed December 22, 2015
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 9-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 51 · EIN 42-0127290 | Investment Mgmt Fees | $8,791 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 27 · EIN 26-0319356 | Advisory (Plan) | $8,118 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT Service code 27 · EIN 23-3061021 | Advisory (Plan) | $6,524 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTO Service code 27 · EIN 98-0202744 | Advisory (Plan) | $5,977 |
CHARLES SCHWAB & CO., INC.4+ years Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $2,611 |
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -3.10% | -2.83%-0.3pp | 12.68%-15.8pp | 10.56%-13.7pp |
| Employer contribution / active EE | $9,091 | $11,770-22.8% | $22,860-60.2% | $13,643-33.4% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |