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 MELLON8 years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $430,540 |
BLACKROCK3 years Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $76,043 |
Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $11,219 |
ALLSPRING2 years Filed as: ALLSPRING FUNDS Service code 28 PO BOX 219967 · KANSAS CITY, MO 641219967 | Investment Management | $11,130 |
BAIRD INSURANCE SERVICES INC6 years Filed as: BAIRD CAPITAL Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $9,333 |
Service code 28 PO BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $8,603 |
MFS INVESTMENT MANAGEMENT8 years Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $8,595 |
LOOMIS SAYLES6 years Filed as: LOOMIS, SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $7,277 |
Filed as: TCW LCG Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $7,245 |
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 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 12.97% | 17.94%-5.0pp | 32.30%-19.3pp | 37.74%-24.8pp |
| Employer contribution / active EE | $7,104 | $10,320-31.2% | $33,955-79.1% | $15,781-55.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |