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 MELLON2 years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $408,934 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT INC. Service code 28 301 S COLLEGE ST # 2920 · CHARLOTTE, NC 28202 | Investment Management | $10,136 |
MFS INVESTMENT MANAGEMENT2 years Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $9,642 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE ST #800 · DENVER, CO 80206 | Investment Management | $8,038 |
HILLCREST ASSET MANAGEMENT2 years Service code 28 2805 DALLAS PKWY #250 · PLANO, TX 75093 | Investment Management | $7,867 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 14.54% | 26.60%-12.1pp | 10.16%+4.4pp | 17.84%-3.3pp |
| Employer contribution / active EE | $10,599 | $7,232+46.6% | $33,192-68.1% | $14,688-27.8% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |