Filed September 11, 2019 (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 |
|---|---|---|
OPPENHEIMER3+ years Filed as: OPPENHEIMER ASSET MANAGEMENT Service code 27 · EIN 74-2154744 | Advisory (Plan) | $230,507 |
CONNORS3+ years Filed as: CONNORS INVESTOR SERVICES, INC. Service code 28 · EIN 23-1716484 | Investment Management | $192,500 |
NUVEEN3+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $66,447 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $58,550 |
Filed as: ACR ALPINE INVESTMENT MANAGEMENT Service code 28 · EIN 95-3893480 | Investment Management | $38,197 |
Filed as: TORTOISE CREDIT STRATEGIES Service code 28 · EIN 47-5209018 | Investment Management | $19,318 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $1,867,444-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 8.07% | 23.90%-15.8pp | 9.84%-1.8pp | 23.90%-15.8pp |
| Employer contribution / active EE | $6,805 | $16,539-58.9% | $50,102-86.4% | $16,539-58.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $18,647-100.0% | $18,975-100.0% |