Filed April 1, 2022 (most recent of 3 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 |
|---|---|---|
MERCER11+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,133,761 |
CONIFER FUND SERVICES6 years Service code 18 · EIN 27-0816238 | Custodial (other than securities); In... | $351,080 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $279,000 |
ROBECO INVESTMENT MANAGEMENT4 years Filed as: BOSTON PARTNER GLOBAL (ROBECO) Service code 28 · EIN 98-0202744 | Investment Management | $107,565 |
THE BANK OF NEW YORK MELLON11+ years Service code 18 · EIN 13-5160382 | Investment management; Custodial (oth... | $86,503 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $69,739 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 13.51% | 9.57%+3.9pp | 8.80%+4.7pp | 9.57%+3.9pp |
| Employer contribution / active EE | $2,493 | $8,891-72.0% | $29,429-91.5% | $8,891-72.0% |
| Participant deferral / active EE | $0 | $333-100.0% | $58-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |