Filed April 29, 2020 (most recent of 2 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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT HR CONSULTING LLC Service code 16 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Consulting | $119,064 |
US BANK10+ years Service code 25 · EIN 41-6271370 | Directed Trustee | $91,078 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $66,797 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LGIMA Service code 28 71 S WACKER DR #800 · CHICAGO, IL 60606 | Investment Management | $42,814 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT INTL Service code 28 | Investment Management | $11,462 |
INVESTEC ASSET MANAGEMENT2 years Filed as: INVESTEC ASSET MGMT. NORTH AMERICA Service code 51 10 EAST 53RD STREET, 22ND FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $7,620 |
INVESTEC ASSET MANAGEMENT5 years Filed as: NINETY ONE NORTH AMERICA, INC Service code 28 · EIN 39-2079691 | Investment Management | $6,547 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TR CO. Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $2,940 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS TRUST COMPANY Service code 28 1 BEACON STREET · BOSTON, MA 02108 | Investment Management | $0 |
ROBECO INVESTMENT MANAGEMENT2 years Filed as: ROBECO INST ASSET MANAGEMENT Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $0 |
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.
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 1 reportable transaction. $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 4.48% | 9.22%-4.7pp | 13.01%-8.5pp | 9.22%-4.7pp |
| Employer contribution / active EE | $10,734 | $13,567-20.9% | $35,911-70.1% | $13,567-20.9% |
| Participant deferral / active EE | $0 | $575-100.0% | $91-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |