Filed September 7, 2018 (most recent of 3 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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $172,715 |
MFA INCORPORATED2+ years Service code 30 · EIN 43-0415080 | Other services; Employee (plan sponso... | $125,373 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $29,684 |
CORRELL CO.2+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $29,607 |
COMMERCE BANK2+ years Service code 28 · EIN 43-1795601 | Investment Management | $21,010 |
WILLIAMS KEEPERS LLC2+ years Filed as: WILLIAMS KEEPER LLC Service code 10 · EIN 43-1126847 | Accounting | $18,418 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $16,177 |
COLUMBIA EDP2+ years Service code 64 · EIN 43-0967777 | Recordkeeping Fees | $16,025 |
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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 5.90% | 5.96%-0.1pp | 4.07%+1.8pp | 9.19%-3.3pp |
| Employer contribution / active EE | $5,038 | $13,653-63.1% | $36,235-86.1% | $12,608-60.0% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |