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 |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $438,914 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $389,481 |
DUKE UNIVERSITY (EIA)4+ years Service code 10 · EIN 56-0532129 | Accounting | $291,075 |
RGM CAPITAL, LLC4+ years Service code 28 · EIN 06-1685711 | Investment Management | $237,582 |
REGAN CAPITAL, LLC3 years Service code 28 · EIN 45-2451367 | Investment Management | $205,940 |
Service code 28 · EIN 20-0292745 | Investment Management | $195,737 |
Service code 28 · EIN 20-0302413 | Investment Management | $187,123 |
MISAKI CAPITAL INC.4+ years Service code 28 · EIN 98-1295415 | Investment Management | $184,494 |
INCENTIVE BENEFITS, INC.3 years Filed as: INCENTIVE AS Service code 28 | Investment Management | $167,259 |
GILEAD CAPITAL LP3 years Service code 27 · EIN 81-1078924 | Advisory (Plan) | $160,274 |
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 | $894,319,009-100.0% | $143,222-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 5.95% | 24.48%-18.5pp | 8.97%-3.0pp | 24.48%-18.5pp |
| Employer contribution / active EE | $1,150 | $9,418-87.8% | $37,026-96.9% | $9,418-87.8% |
| Participant deferral / active EE | $11 | $501-97.8% | $1,023-98.9% | $501-97.8% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,546-100.0% | $2,968,729-100.0% |