Filed September 6, 2018 (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 |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT10+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $583,419 |
NON-US EQUITY MANAGERS6 years Service code 28 · EIN 11-3818954 | Investment Management | $271,685 |
PGIM INVESTMENTS4 years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $137,006 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $126,851 |
AETNA LIFE INSURANCE COMPANY10+ years Filed as: AETNA Service code 28 · EIN 06-1392903 | Investment Management | $96,591 |
HARRIS10+ years Service code 28 · EIN 04-3276558 | Investment Management | $93,185 |
DIAMOND HILL10+ years Service code 28 · EIN 31-1019984 | Investment Management | $92,986 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-1411037 | Investment Management | $92,557 |
SHAPIRO CAPITAL MANAGEMENT LLC10+ years Filed as: SHAPIRO Service code 28 · EIN 04-3276558 | Investment Management | $87,743 |
YACKTMAN10+ years Service code 28 · EIN 36-3780592 | Investment Management | $73,967 |
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.
Employer contribution per participant 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 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 6.13% | 9.57%-3.4pp | 12.57%-6.4pp | 9.57%-3.4pp |
| Employer contribution / active EE | $523 | $9,429-94.5% | $23,666-97.8% | $9,429-94.5% |
| Participant deferral / active EE | $0 | $408-100.0% | $13-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |