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 MELLON6 years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $422,315 |
BLACKROCK1 year Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $256,500 |
Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $19,791 |
BAIRD INSURANCE SERVICES INC4 years Filed as: BAIRD CAPITAL Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WA 53202 | Investment Management | $17,256 |
WELLS FARGO BANK, N.A.3 years Filed as: WELL FARGO ASSET MANAGEMENT Service code 28 · EIN 98-1057721 | Investment Management | $15,857 |
MFS INVESTMENT MANAGEMENT6 years Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $14,436 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $14,300 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 8.49% | 9.72%-1.2pp | 10.75%-2.3pp | 13.24%-4.8pp |
| Employer contribution / active EE | $5,961 | $10,988-45.7% | $35,162-83.0% | $14,616-59.2% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |