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 COMPANY9+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $3,122,081 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,150,490 |
Service code 28 · EIN 22-2774695 | Investment Management | $2,149,474 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $1,288,924 |
BLACKROCK9+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $1,151,379 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $1,145,055 |
FIAM LLC9+ years Service code 28 · EIN 04-3532603 | Investment Management | $1,113,833 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,012,800 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 28 · EIN 52-1309931 | Investment Management | $893,824 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $858,832 |
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 3 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.
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 | $349,907 | $118,464+195.4% | $96,544+262.4% | $103,482+238.1% |
| Participation rate | 91.2% | 89.0%+2.2pp | 76.0%+15.2pp | 73.3%+17.9pp |
| Annual return | 16.70% | 18.79%-2.1pp | 25.84%-9.1pp | 33.11%-16.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $2,965-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $15,780 | $7,277+116.8% | $4,851+225.3% | $5,207+203.0% |
| Admin fee / account holder | $83 | $81+2.4% | $8,252-99.0% | $114-27.3% |