Filed April 27, 2016
Total covered: 12 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 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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $190,603 |
Filed as: KRONICK KALADA BERDY & CO. Service code 10 · EIN 23-2667890 | Accounting | $19,000 |
Filed as: MIDWEST TRUST COMPANY Service code 21 · EIN 48-1138946 | Bank Trustee | $15,083 |
Filed as: CHARLES SCHWAB & CO,. INC. Service code 10 · EIN 94-1737782 | Accounting | $900 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $458,700-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 11.0%-11.0pp |
| Annual return | 5.26% | 8.04%-2.8pp | 8.57%-3.3pp | 8.23%-3.0pp |
| Employer contribution / active EE | $16,556 | $8,285+99.8% | $33,010-49.8% | $13,859+19.5% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $33,172-100.0% | $1,652-100.0% |