Filed April 13, 2021
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 |
|---|---|---|
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,118,033 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS INTERNATIONAL Service code 28 · EIN 57-1187281 | Investment Management | $891,699 |
INVESTEC ASSET MANAGEMENT3 years Filed as: NINETY ONE Service code 28 · EIN 39-2079691 | Investment Management | $497,410 |
RIDGEWORTH10+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $418,152 |
BLACKROCK10+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $379,836 |
RVK, INC.4 years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $271,733 |
AON CONSULTING7 years Filed as: AON INVESTMENT CONSULTING, LLC Service code 11 · EIN 22-2232264 | Actuarial | $250,913 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $204,977 |
HAMILTON LANE ADVISORS, LLC8 years Service code 28 · EIN 23-2962336 | Investment Management | $47,320 |
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 5.63% | 8.85%-3.2pp | 6.78%-1.1pp | 8.85%-3.2pp |
| Employer contribution / active EE | $10,573 | $8,529+24.0% | $25,154-58.0% | $8,529+24.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $47-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |