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 & CO3 years Filed as: FAYEZ SAROFIM & CO. Service code 21 · EIN 74-1312679 | Bank Trustee | $831,167 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $494,823 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $278,203 |
FINDLEY3 years Filed as: FINDLEY DAVIES, INC. Service code 17 · EIN 34-1213174 | Pension Consulting | $222,396 |
AON CONSULTING3 years Filed as: AON HEWITT Service code 17 · EIN 22-2232264 | Pension Consulting | $214,273 |
MERCER3 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 20-3640590 | Actuarial | $104,539 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $45,000 |
SEI INVESTMENTS1 year Filed as: SEI TRUST COMPANY Service code 28 · EIN 06-1271230 | Investment Management | $31,349 |
NEAL FINANCIAL GROUP, LP1 year Filed as: NEAL GERBER & EINSENBERG Service code 29 · EIN 36-3532950 | Legal | $10,889 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 19.35% | 14.29%+5.1pp | 14.64%+4.7pp | 21.83%-2.5pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $12 | $70-83.1% | $200-94.1% | $987-98.8% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |