Filed June 23, 2022
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 |
|---|---|---|
PERELLA WEINBERG PARTNERS2+ years Service code 28 · EIN 20-8547180 | Investment Management | $341,031 |
THE BANK OF NEW YORK MELLON3+ years Filed as: THE BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Trustee... | $195,087 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 11 · EIN 04-2530412 | Actuarial | $93,425 |
Service code 28 · EIN 22-3361201 | Investment Management | $46,196 |
GRAHAM GLOBAL1 year Filed as: GRAHAM CAPITAL MANAGEMENT LP Service code 28 40 HIGHLAND AVENUE · ROWAYTON, CT 06853 | Investment Management | $32,900 |
KILTEARN PARTNERS LLP1 year Filed as: KILTEARN GLOBAL EQUITY FUND Service code 28 · EIN 27-4585908 | Investment Management | $26,929 |
SANDERS CAPITAL, LLC1 year Filed as: SANDERS CAPITAL LLC Service code 28 · EIN 27-0705845 | Investment Management | $20,329 |
GOLDMAN SACHS1 year Filed as: TENSILE CAPITAL PARTNERS LP Service code 28 · EIN 32-0369282 | Investment Management | $10,017 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $8,011 |
Service code 28 1620 26TH STREET · SANTA MONICA, CA 90404 | Investment Management | $3,548 |
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 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% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 10.98% | 12.52%-1.5pp | 9.39%+1.6pp | 23.90%-12.9pp |
| Employer contribution / active EE | $7,979 | $13,977-42.9% | $33,466-76.2% | $16,539-51.8% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |