Filed March 5, 2021 (most recent of 5 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 6-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,231,995 |
BOSTON PARTNERS3 years Service code 28 1 BEACON STREET - 30TH FLOOR · BOSTON, WA 02108 | Investment Management | $394,706 |
INVESCO3 years Filed as: MARATHON LONDON INTERNATIONAL INVES Service code 28 · EIN 04-3237387 | Investment Management | $377,025 |
Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $343,292 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 45-2634493 | Investment Management | $308,482 |
NEPC, LLC3 years Service code 27 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $223,630 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 27-4823991 | Investment Management | $155,963 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 25-6078093 | Investment management; Custodial (oth... | $121,489 |
Filed as: RYAN LABS INC. Service code 28 500 5TH AVENUE · NEW YORK, NY 10110 | Investment Management | $98,666 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON CAPITAL MGMT Service code 21 ONE BOSTON PLACE · BOSTON, MA 021084408 | Bank Trustee | $45,294 |
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 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 9.98% | 33.11%-23.1pp | 32.30%-22.3pp | 33.11%-23.1pp |
| Employer contribution / active EE | $4,898 | $9,000-45.6% | $33,955-85.6% | $9,000-45.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |