Filed December 18, 2019 (most recent of 5 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 8-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: GALLAGHER Service code 21 470 ATLANTIC AVE · BOSTON, MA 02210 | Bank Trustee | $570,000 |
Filed as: FIDELITY Service code 17 · EIN 04-2723880 | Pension Consulting | $548,580 |
MERCER3 years Service code 27 99 HIGH ST · BOSTON, MA 02210 | Advisory (Plan) | $92,700 |
Filed as: JACOBS LEVY Service code 27 · EIN 22-2774695 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $35,138 |
Filed as: NEUMEIER POMA INVESTMENT Service code 27 · EIN 77-0444891 | Advisory (Plan) | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $262,251-100.0% | $250,986-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.8%-55.8pp |
| Annual return | 0.85% | 34.46%-33.6pp | 32.30%-31.4pp | 24.42%-23.6pp |
| Employer contribution / active EE | $0 | $35,995-100.0% | $33,955-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,079-100.0% |