Filed March 27, 2024 (most recent of 2 filings on file)
Total covered: 2 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 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 |
|---|---|---|
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $412,928 |
Service code 28 | Investment Management | $412,497 |
RGM CAPITAL, LLC10+ years Service code 28 · EIN 06-1685711 | Investment Management | $392,430 |
GREENSTONE RESOURCES II LP2 years Service code 28 | Investment Management | $340,515 |
PRAESIDIUM INVESTMENT MGMT CO., LLC10+ years Service code 28 · EIN 20-0302413 | Investment Management | $331,059 |
Service code 28 · EIN 20-0292745 | Investment Management | $255,673 |
DUKE UNIVERSITY (EIA)10+ years Service code 14 · EIN 56-0532129 | Plan Administrator | $252,210 |
MISAKI CAPITAL INC.10+ years Service code 28 · EIN 98-1295415 | Investment Management | $243,957 |
THE BANK OF NEW YORK MELLON10+ years Service code 13 · EIN 13-5160382 | Contract Administrator | $233,689 |
Service code 28 · EIN 85-1315621 | Investment Management | $219,872 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.2%-56.2pp | 0.0%0pp |
| Annual return | 8.86% | 9.42%-0.6pp | 5.90%+3.0pp | 9.42%-0.6pp |
| Employer contribution / active EE | $1,339 | $9,497-85.9% | $24,714-94.6% | $9,497-85.9% |
| Participant deferral / active EE | $11 | $388-97.1% | $644-98.2% | $388-97.1% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |