Filed October 18, 2019 (most recent of 2 filings on file)
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 CO1 year Service code 14 · EIN 04-2647786 | Plan Administrator | $347,628 |
ALSTON & BIRD LLP9+ years Service code 19 · EIN 58-0137615 | Securities Custodian | $223,025 |
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS, INC Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $202,879 |
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $92,655 |
MERCER9+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $67,436 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $1,946 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 2.3%-2.3pp |
| Annual return | 6.05% | 18.69%-12.6pp | 10.59%-4.5pp | 37.74%-31.7pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $43,976-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |