Filed September 7, 2018 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $137,920 |
MFA INCORPORATED5+ years Service code 30 · EIN 43-0415080 | Employee (plan sponsor); Copying and ... | $109,378 |
CORRELL CO.5+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $52,631 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $38,073 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $28,067 |
WILLIAMS KEEPERS LLC5+ years Filed as: WILLIAMS KEEPER LLC Service code 10 · EIN 43-1126847 | Accounting | $14,500 |
COLUMBIA EDP5+ years Service code 64 · EIN 43-0967777 | Recordkeeping Fees | $13,806 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 18.97% | 16.35%+2.6pp | 10.78%+8.2pp | 53.27%-34.3pp |
| Employer contribution / active EE | $5,323 | $11,482-53.6% | $41,857-87.3% | $14,774-64.0% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |