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 |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $82,710 |
US BANK2+ years Service code 25 · EIN 41-6271370 | Directed Trustee | $39,544 |
INVESTEC ASSET MANAGEMENT2+ years Filed as: INVESTEC ASSET MANAGEMENT NA Service code 28 666 FIFTH AVENUE · NEW YORK, NY 10103 | Investment Management | $30,200 |
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 | $1,723,788-100.0% | $186,737-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 31.3%-31.3pp | 1.9%-1.9pp |
| Annual return | 29.71% | 23.90%+5.8pp | 7.90%+21.8pp | 23.90%+5.8pp |
| Employer contribution / active EE | $7,104 | $16,539-57.0% | $41,695-83.0% | $16,539-57.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $47-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $811-100.0% | $18,975-100.0% |