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 COMPANY5+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $2,613,100 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,194,846 |
Service code 28 · EIN 22-2774695 | Investment Management | $1,727,273 |
AQR CAPITAL MANAGEMENT LLC4+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 · EIN 13-3987414 | Investment Management | $1,222,101 |
FIAM LLC5+ years Service code 28 · EIN 04-3532603 | Investment Management | $1,174,472 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $1,084,102 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 28 · EIN 52-1309931 | Investment Management | $1,067,603 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,013,658 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $932,250 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $853,196 |
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 | $281,373 | $117,238+140.0% | $87,100+223.0% | $82,204+242.3% |
| Participation rate | 95.5% | 87.2%+8.3pp | 76.9%+18.6pp | 73.4%+22.1pp |
| Annual return | 19.36% | 25.80%-6.4pp | 28.19%-8.8pp | 26.31%-6.9pp |
| Employer contribution / active EE | $76 | $3,535-97.8% | $2,521-97.0% | $2,707-97.2% |
| Participant deferral / active EE | $13,521 | $5,976+126.3% | $4,049+234.0% | $4,246+218.5% |
| Admin fee / account holder | $72 | $81-11.1% | $7,497-99.0% | $76-4.4% |