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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $331,151 |
DUKE UNIVERSITY (EIA)3+ years Service code 10 · EIN 56-0532129 | Accounting | $307,436 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $251,583 |
Service code 28 · EIN 20-0292745 | Investment Management | $213,252 |
RGM CAPITAL, LLC3+ years Service code 28 · EIN 06-1685711 | Investment Management | $198,680 |
Service code 28 · EIN 20-0302413 | Investment Management | $178,021 |
MISAKI CAPITAL INC.3+ years Service code 28 · EIN 98-1295415 | Investment Management | $173,734 |
GILEAD CAPITAL LP2 years Service code 27 · EIN 81-1078924 | Advisory (Plan) | $173,725 |
Filed as: KEYWISE CAPITAL MANAGEMENT LTD Service code 28 · EIN 98-1121353 | Investment Management | $168,126 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: PERMIAN INVESTMENT PARTNERS, LP Service code 28 · EIN 26-2071119 | Investment Management | $161,850 |
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 | $7,764,297-100.0% | $110,792-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | 10.89% | -1.95%+12.8pp | -0.33%+11.2pp | -1.95%+12.8pp |
| Employer contribution / active EE | $1,568 | $9,243-83.0% | $25,782-93.9% | $9,243-83.0% |
| Participant deferral / active EE | $10 | $425-97.6% | $928-98.9% | $425-97.6% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,824-100.0% | $62,356-100.0% |