Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO Service code 11 · EIN 04-2647786 | Actuarial | $368,563 |
Service code 29 · EIN 04-0244008 | Legal | $93,170 |
NORTHERN TRUST COMPANY9 years Service code 21 · EIN 36-1561860 | Bank Trustee | $35,592 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS CAPITIAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $21,983 |
MOSS ADAMS LLP8 years Filed as: MOSS ADAM Service code 10 · EIN 91-0189318 | Accounting | $20,000 |
LEGAL & GENERAL INVESTMENT3 years Service code 27 · EIN 20-8058531 | Advisory (Plan) | $18,815 |
WELLINGTON TRUST COMPANY9 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $12,775 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 1.96% | 8.50%-6.5pp | 9.84%-7.9pp | 8.76%-6.8pp |
| Employer contribution / active EE | $331 | $11,009-97.0% | $30,320-98.9% | $16,627-98.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |