Filed February 23, 2017
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 3-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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Service code 11 · EIN 13-4008324 ONE NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $51,235 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST CORPORATION Service code 21 · EIN 51-0328154 RODNEY SQUARE NORTH · WILMINGTON, DE 19890 | Bank Trustee | $7,475 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 21 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Bank Trustee | $6,250 |
MATRIX TRUST COMPANY1+ years Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $4,319 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | 0.27% | -2.03%+2.3pp | -2.00%+2.3pp | 2.81%-2.5pp |
| Employer contribution / active EE | $32,442 | $9,185+253.2% | $34,470-5.9% | $16,358+98.3% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |