Filed November 17, 2017 (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 |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683277 | Investment Management | $2,377,158 |
HEWITT ASSOCIATES LLC3+ years Service code 12 · EIN 36-2235791 | Claims processing; Direct payment fro... | $1,930,241 |
AON CONSULTING3+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $1,632,378 |
ARONSON & JOHNSON & ORTIZ, LP3+ years Filed as: ARONSON JOHNSON ORTIZ,LP Service code 28 · EIN 23-2312104 | Investment Management | $1,304,441 |
Service code 28 · EIN 22-2774695 | Investment Management | $1,009,210 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $968,527 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $935,189 |
Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $847,918 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $823,574 |
FRANKLIN TEMPLETON3+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $777,113 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,262 | $136,209+88.9% | $82,313+212.5% | $80,976+217.7% |
| Participation rate | 93.1% | 88.0%+5.1pp | 76.9%+16.2pp | 68.3%+24.9pp |
| Annual return | 8.60% | 21.54%-12.9pp | 25.88%-17.3pp | 22.91%-14.3pp |
| Employer contribution / active EE | $75 | $3,633-97.9% | $2,428-96.9% | $2,402-96.9% |
| Participant deferral / active EE | $12,256 | $6,693+83.1% | $3,706+230.7% | $3,848+218.5% |
| Admin fee / account holder | $66 | $62+6.4% | $5,608-98.8% | $67-2.0% |