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, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $383,917 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $273,277 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RETIREE SERVICES Service code 12 · EIN 04-3581074 | Direct payment from the plan; Claims ... | $211,608 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $171,366 |
Filed as: KEYWISE CAPITAL MANAGEMENT LIMITED Service code 28 · EIN 98-1121353 | Investment Management | $159,451 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE LLC Service code 28 · EIN 20-0292745 | Investment Management | $159,022 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENTS LP Service code 28 · EIN 13-3040307 | Investment Management | $156,577 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: PERMIAN INVESTMENT PARTNERS, LP Service code 28 · EIN 26-2071119 | Investment Management | $120,002 |
Filed as: LANCASTER INVESTMENT MANAGEMENT LLP Service code 28 · EIN 98-0574663 | Investment Management | $115,298 |
PROA PARTNERS PTE LTD1+ years Filed as: PROA PARTNERS PTD LTD Service code 28 | Investment Management | $112,910 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $110,523-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 47.6%-47.6pp | 4.2%-4.2pp |
| Annual return | -3.17% | 10.64%-13.8pp | 1.69%-4.9pp | 10.64%-13.8pp |
| Employer contribution / active EE | $990 | $11,561-91.4% | $24,295-95.9% | $11,561-91.4% |
| Participant deferral / active EE | $9 | $347-97.3% | $1,031-99.1% | $347-97.3% |
| Admin fee / account holder | $0 | $312-100.0% | $1,392-100.0% | $312-100.0% |