Filed September 3, 2021 (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 |
|---|---|---|
Service code 28 · EIN 13-3200244 | Investment Management | $72,295 |
MARQUETTE ASSOCIATES5 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $65,000 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL GREAT PLAINS Service code 11 11516 MIRACLE HILLS DR · OMAHA, NE 68154 | Actuarial | $57,351 |
UBS FINANCIAL SERVICES INC9+ years Filed as: TRUMBULL PROPERTY FUND UBS REALTY Service code 28 · EIN 61-1553760 | Investment Management | $28,810 |
LUTZ & COMPANY, PC2 years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $17,750 |
Filed as: PRINCIPAL Service code 19 · EIN 42-1520346 | Securities Custodian | $16,767 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $5,975 |
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 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 6.31% | 17.94%-11.6pp | 32.30%-26.0pp | 37.74%-31.4pp |
| Employer contribution / active EE | $0 | $10,320-100.0% | $33,955-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |