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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS11+ years Filed as: STATESTREET Service code 21 · EIN 04-1867445 | Bank Trustee | $6,745,444 |
PIMCO FUNDS11+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $5,636,231 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $3,698,674 |
LOOMIS SAYLES11+ years Filed as: THE LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $2,529,889 |
RBC WEALTH MANAGEMENT11+ years Filed as: RBC CAPITAL MARKETS Service code 67 · EIN 41-1416330 | Other insurance wrap fees | $2,106,853 |
IBM11+ years Service code 14 · EIN 13-0871985 | Plan Administrator | $1,806,723 |
METLIFE LIFE INSURANCE COMPANY11+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 73 · EIN 13-5581829 | Other insurance fees and expenses | $1,607,924 |
BLACKROCK11+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $1,549,572 |
BRIDGEWATER11+ years Service code 51 · EIN 13-2871809 | Investment Mgmt Fees | $1,535,501 |
JP MORGAN INVESTMENT MANAGEMENT INC11+ years Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $1,498,871 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $454,060 | $140,769+222.6% | $150,045+202.6% | $140,769+222.6% |
| Participation rate | 93.9% | 74.2%+19.8pp | 82.3%+11.6pp | 74.2%+19.8pp |
| Annual return | 16.10% | 16.82%-0.7pp | 62.55%-46.5pp | 16.82%-0.7pp |
| Employer contribution / active EE | $0 | $3,906-100.0% | $4,693-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $19,967 | $6,717+197.3% | $7,997+149.7% | $6,717+197.3% |
| Admin fee / account holder | $282 | $229+23.1% | $13,435-97.9% | $229+23.1% |