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 |
|---|---|---|
Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $253,835 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT INC. Service code 28 301 S COLLEGE ST # 2920 · CHARLOTTE, NC 28202 | Investment Management | $20,815 |
Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $8,446 |
Service code 28 2805 DALLAS PKWY #250 · PLANO, TX 75093 | Investment Management | $7,099 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE ST #800 · DENVER, CO 80206 | Investment Management | $6,936 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 10.75% | 9.41%+1.3pp | 5.00%+5.8pp | 9.19%+1.6pp |
| Employer contribution / active EE | $9,218 | $8,353+10.4% | $35,918-74.3% | $12,608-26.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |