Filed March 5, 2019
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 |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID MGMT TRUST CO Service code 15 · EIN 04-2723880 | Recordkeeping | $382,903 |
FID INV INST OPS CO1 year Service code 11 · EIN 04-3532603 | Actuarial | $181,810 |
FID INV INST OPS CO3 years Filed as: FID INST ASSET MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $179,417 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $6,812 |
Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $6,035 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $381,452-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 33.3%-33.3pp | 2.3%-2.3pp |
| Annual return | 3.11% | 37.74%-34.6pp | 7.47%-4.4pp | 37.74%-34.6pp |
| Employer contribution / active EE | $0 | $15,781-100.0% | $44,557-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $182-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $3,849-100.0% | $9,287-100.0% |