Filed March 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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $479,746 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0018129 | Actuarial | $426,935 |
Filed as: CBIZ CPAS Service code 10 · EIN 43-1947695 | Accounting | $92,940 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $54,152 |
HS MANAGEMENT PARTNERS, LLC8 years Filed as: HS MANAGEMENT Service code 28 · EIN 26-0335469 | Investment Management | $42,153 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN EMERGING MARKETS II Service code 28 · EIN 26-3368395 | Investment Management | $39,970 |
Filed as: CLIFTON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $26,925 |
BAREES CAPITAL MANAGEMENT8 years Service code 28 · EIN 74-2961140 | Investment Management | $10,072 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 8.11% | 8.15%0pp | 8.06%0pp | 8.76%-0.6pp |
| Employer contribution / active EE | $20,051 | $60,767-67.0% | $42,627-53.0% | $16,627+20.6% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |