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 & CO2 years Filed as: FAYEZ SAROFIM & CO. Service code 21 · EIN 74-1312679 | Bank Trustee | $941,016 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $327,842 |
FINDLEY2 years Filed as: FINDLEY DAVIES, INC. Service code 17 · EIN 34-1213174 | Pension Consulting | $290,222 |
AMERICAN FUNDS2 years Filed as: SECURITY CAPITAL RESEARCH AND MGMT. Service code 28 · EIN 36-4130398 | Investment Management | $153,970 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 17 · EIN 22-2232264 | Pension Consulting | $111,837 |
MERCER2 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 20-3640590 | Actuarial | $76,121 |
NEAL FINANCIAL GROUP, LP2 years Filed as: NEAL, GERBER LAW OFFICES Service code 29 · EIN 36-3532950 | Legal | $13,914 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $8,300 |
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.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -5.55% | -0.94%-4.6pp | -2.18%-3.4pp | 33.37%-38.9pp |
| Employer contribution / active EE | $44,342 | $12,464+255.8% | $38,751+14.4% | $11,253+294.0% |
| Participant deferral / active EE | $14 | $24-39.2% | $151-90.4% | $819-98.2% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |