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 28 | Investment Management | $490,984 |
BUCK GLOBAL, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $490,649 |
Service code 28 | Investment Management | $485,370 |
THE BANK OF NEW YORK MELLON9+ years Service code 13 · EIN 13-5160382 | Contract Administrator | $477,010 |
RGM CAPITAL, LLC9+ years Service code 28 · EIN 06-1685711 | Investment Management | $434,922 |
Service code 28 · EIN 98-0561138 | Investment Management | $302,972 |
Service code 28 · EIN 20-0292745 | Investment Management | $298,707 |
Service code 28 · EIN 20-0302413 | Investment Management | $281,468 |
MISAKI CAPITAL INC.9+ years Service code 28 · EIN 98-1295415 | Investment Management | $239,198 |
DUKE UNIVERSITY (EIA)9+ years Service code 14 · EIN 56-0532129 | Plan Administrator | $230,116 |
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 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 8.39% | 8.85%-0.5pp | 7.82%+0.6pp | 8.85%-0.5pp |
| Employer contribution / active EE | $1,309 | $8,529-84.6% | $31,823-95.9% | $8,529-84.6% |
| Participant deferral / active EE | $11 | $399-97.1% | $365-96.9% | $399-97.1% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |