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 |
|---|---|---|
JACOBS LEVY EQUITY MANAGEMENT, INC.10+ years Service code 28 · EIN 22-2774695 | Investment Management | $2,486,541 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,282,316 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $1,947,788 |
MFS INVESTMENT MANAGEMENT8 years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $1,103,916 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $995,593 |
BLACKROCK10+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $938,135 |
Filed as: BANK OF NEW YORK Service code 19 · EIN 13-5160382 | Securities Custodian | $773,695 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $759,352 |
Filed as: NOKIA INVESTMENT MANAGEMENT CORP Service code 28 · EIN 22-3646524 | Investment Management | $635,361 |
AQR CAPITAL MANAGEMENT LLC9+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 · EIN 13-3987414 | Investment Management | $629,337 |
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.
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 | $403,243 | $159,391+153.0% | $102,423+293.7% | $99,062+307.1% |
| Participation rate | 92.1% | 88.6%+3.5pp | 76.5%+15.6pp | 71.6%+20.5pp |
| Annual return | 15.96% | 19.03%-3.1pp | 29.32%-13.4pp | 17.66%-1.7pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,023-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $16,954 | $7,498+126.1% | $5,053+235.5% | $5,331+218.0% |
| Admin fee / account holder | $95 | $159-40.1% | $9,451-99.0% | $109-12.5% |