Filed January 3, 2025 (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 |
|---|---|---|
THE BANK OF NEW YORK MELLON9 years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $478,962 |
Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $8,494 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $8,251 |
ALLSPRING3 years Filed as: ALLSPRING FUNDS Service code 28 PO BOX 219967 · KANSAS CITY, MO 641219967 | Investment Management | $8,215 |
Service code 28 PO BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $6,630 |
Filed as: TCW LCG Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $6,624 |
Filed as: MFS INVETMENT MANAGEMENT Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $6,617 |
LOOMIS SAYLES7 years Filed as: LOOMIS, SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $6,599 |
BAIRD INSURANCE SERVICES INC7 years Filed as: BAIRD CAPITAL Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $4,230 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 1.89% | 8.50%-6.6pp | 9.84%-7.9pp | 8.76%-6.9pp |
| Employer contribution / active EE | $0 | $11,009-100.0% | $30,320-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |