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: PRINCIPAL Service code 27 · EIN 42-1520346 | Advisory (Plan) | $316,912 |
Filed as: NEUMEIER POMA INVESTMENT Service code 27 · EIN 77-0444891 26435 CARMEL RANCHO BOULEVARD · CARMEL, CA 93923 | Advisory (Plan) | $198,851 |
BMO HARRIS BANK NA4+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $163,871 |
MERCER1 year Filed as: MERCER- CONSULITNG Service code 17 · EIN 13-2834414 701 N. MARKET ST · ST LOUIS, MO 63101 | Pension Consulting | $120,689 |
Filed as: JACOBS LEVY Service code 27 · EIN 22-2774695 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $91,754 |
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.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 2.72% | 34.64%-31.9pp | 20.73%-18.0pp | 21.83%-19.1pp |
| Employer contribution / active EE | $2,030 | $7,654-73.5% | $36,500-94.4% | $12,237-83.4% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |