Filed January 27, 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 9-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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175848 | Actuarial | $237,185 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $207,366 |
GYL FINANCIAL SYNERGIES1 year Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $18,750 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $16,076 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $11,726 |
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.
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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 21.02% | 15.46%+5.6pp | 18.06%+3.0pp | 16.32%+4.7pp |
| Employer contribution / active EE | $16,638 | $10,289+61.7% | $30,411-45.3% | $17,007-2.2% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |