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 COMPANY6+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $2,396,116 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,149,613 |
Service code 28 · EIN 22-2774695 | Investment Management | $1,677,637 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,464,732 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 28 · EIN 52-1309931 | Investment Management | $1,270,004 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $1,041,521 |
FRANKLIN TEMPLETON6+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $1,020,014 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $917,747 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $905,823 |
AQR CAPITAL MANAGEMENT LLC5+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 · EIN 13-3987414 | Investment Management | $874,781 |
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 2 reportable transactions. $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.
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 | $316,884 | $124,049+155.5% | $95,952+230.3% | $93,223+239.9% |
| Participation rate | 96.3% | 88.4%+8.0pp | 77.1%+19.3pp | 74.9%+21.4pp |
| Annual return | 14.10% | 22.17%-8.1pp | 91.61%-77.5pp | 19.29%-5.2pp |
| Employer contribution / active EE | $58 | $3,478-98.3% | $2,541-97.7% | $2,680-97.8% |
| Participant deferral / active EE | $15,304 | $6,147+149.0% | $4,167+267.3% | $4,563+235.4% |
| Admin fee / account holder | $88 | $73+20.4% | $6,795-98.7% | $79+10.6% |