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 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Service code 21 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Bank Trustee | $45,688 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 11 · EIN 13-4008324 ONE NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $44,705 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 ONE SOUTH WACKER · CHICAGO, IL 60606 | Accounting | $19,368 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $5,808 |
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.
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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -3.12% | -2.51%-0.6pp | -102.03%+98.9pp | -0.69%-2.4pp |
| Employer contribution / active EE | $35,706 | $11,346+214.7% | $36,229-1.4% | $16,786+112.7% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |