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 |
|---|---|---|
Service code 11 · EIN 13-3954297 | Actuarial | $340,974 |
Service code 28 · EIN 20-0302413 | Investment Management | $309,706 |
DUKE UNIVERSITY (EIA)2+ years Service code 10 · EIN 56-0532129 | Accounting | $271,859 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $238,995 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATED LLC Service code 28 · EIN 20-0292745 | Investment Management | $230,806 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RETIREE SERVICES Service code 12 · EIN 04-3581074 | Claims processing; Direct payment fro... | $217,840 |
REGAN CAPITAL, LLC1 year Service code 28 · EIN 45-2451367 | Investment Management | $191,896 |
Service code 28 · EIN 98-1121353 | Investment Management | $188,211 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $183,803 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: PERMIAN INVESTMENT PARTNERS, LP Service code 28 · EIN 26-2071119 | Investment Management | $180,989 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $127,144-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 62.9%-62.9pp | 5.3%-5.3pp |
| Annual return | 11.86% | 1057.21%-1045.3pp | 9.35%+2.5pp | 1057.21%-1045.3pp |
| Employer contribution / active EE | $1,152 | $14,374-92.0% | $25,504-95.5% | $14,374-92.0% |
| Participant deferral / active EE | $10 | $351-97.2% | $1,066-99.1% | $351-97.2% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,049-100.0% | $81,210-100.0% |