Filed December 8, 2017 (most recent of 4 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 |
|---|---|---|
FAYEZ SAROFIM & CO1 year Filed as: FAYEZ SAROFIM & CO. Service code 21 · EIN 74-1312679 | Bank Trustee | $907,927 |
FINDLEY1 year Filed as: FINDLEY DAVIES, INC. Service code 17 · EIN 34-1213174 | Pension Consulting | $306,014 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $305,696 |
AMERICAN FUNDS1 year Filed as: SECURITY CAPITAL RESEARCH AND MGMT. Service code 28 · EIN 36-4130398 | Investment Management | $238,976 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 17 · EIN 22-2232264 | Pension Consulting | $100,000 |
MERCER1 year Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 20-3640590 | Actuarial | $96,451 |
KEMPER CPA GROUP LLP1 year Filed as: KEMPER CORPORATE SERVICES, INC. Service code 50 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Direct Payment | $52,153 |
NEAL FINANCIAL GROUP, LP1 year Filed as: NEAL, GERBER LAW OFFICES Service code 29 · EIN 36-3532950 | Legal | $37,948 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $33,200 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $5,680 |
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.
Employer contribution per participant 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.
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 16.61% | 12.92%+3.7pp | 10.36%+6.2pp | 17.84%-1.2pp |
| Employer contribution / active EE | $3,614 | $14,070-74.3% | $37,738-90.4% | $14,688-75.4% |
| Participant deferral / active EE | $18 | $21-17.5% | $137-87.1% | $770-97.7% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |