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 LLC6+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,335,808 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $600,000 |
BOSTON PARTNERS5 years Service code 28 1 BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $316,053 |
Service code 28 · EIN 87-4403465 | Investment Management | $290,728 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 45-2634493 | Investment Management | $218,090 |
Service code 19 · EIN 25-6078093 | Securities Custodian | $215,386 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $145,909 |
Service code 28 · EIN 27-4823991 | Investment Management | $133,472 |
Service code 28 · EIN 98-0465834 | Investment Management | $86,086 |
Filed as: MELLON CAPITAL MANAGEMENT Service code 21 · EIN 25-1442864 | Bank Trustee | $59,648 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | 6.16% | 9.57%-3.4pp | 8.80%-2.6pp | 9.57%-3.4pp |
| Employer contribution / active EE | $4,126 | $8,891-53.6% | $29,429-86.0% | $8,891-53.6% |
| Participant deferral / active EE | $0 | $333-100.0% | $58-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |