Filed January 29, 2015 (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 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: BB&T INSURANCE SERVICES S/B/A SHDR Service code 11 · EIN 56-1623293 | Actuarial | $178,859 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS, INC Service code 27 · EIN 47-3503928 | Advisory (Plan) | $120,946 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 52-2211537 | Actuarial | $113,547 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $91,428 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,318 |
DEPRINCE, RACE & ZOLLO1+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 27 · EIN 59-3299598 | Advisory (Plan) | $36,447 |
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 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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.02% | -0.43%-1.6pp | -3.43%+1.4pp | -0.60%-1.4pp |
| Employer contribution / active EE | $31,903 | $10,132+214.9% | $25,607+24.6% | $12,272+160.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |