Filed October 25, 2021
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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC10+ years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $152,731 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $121,485 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 51-0099493 | Bank Trustee | $23,621 |
KEITER8 years Service code 10 · EIN 54-1631262 | Accounting | $15,800 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK Service code 18 · EIN 56-1074313 | Custodial (other than securities); Fl... | $2,763 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 3.33% | 10.71%-7.4pp | 8.40%-5.1pp | 10.71%-7.4pp |
| Employer contribution / active EE | $60,769 | $14,986+305.5% | $39,312+54.6% | $14,986+305.5% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $131-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |