Filed April 22, 2016 (most recent of 4 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 |
|---|---|---|
AON CONSULTING7+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $1,462,057 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $1,045,062 |
Filed as: CAMBRIDGE ASSOCIATES Service code 16 125 HIGH STREET · BOSTON, MA 02110 | Consulting | $445,200 |
Filed as: HIG ADVANTAGE BUYOUT FUND LP Service code 28 · EIN 36-4867059 1450 BRICKELL AVENUE, 31ST FLOOR · MIAMI, FL 33131 | Investment Management | $434,722 |
Filed as: STATE STREET CUSTODY RET PLAN Service code 15 PO BOX 75199 · CHICAGO, IL 606755199 | Recordkeeping | $401,637 |
TA ASSOCIATES3 years Service code 28 200 CLARENDON STREET, 56TH FLOOR · BOSTON, MA 02116 | Investment Management | $323,118 |
THE CARLYLE GROUP3 years Service code 28 600 TRAVIS ST · HOUSTON, TX 77002 | Investment Management | $201,065 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES HY FUND Service code 28 · EIN 39-6797388 | Investment Management | $191,836 |
GOLDMAN SACHS3 years Filed as: ORIGAMI CAPITAL PARTNERS Service code 28 191 N UPPER WACKER DR, STE 2350 · CHICAGO, IL 60606 | Investment Management | $149,124 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 NW 5159 P.O. BOX 1450 · MINNEAPOLIS, MN 554855159 | Investment Management | $129,713 |
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 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 14.56% | 13.51%+1.0pp | 10.75%+3.8pp | 13.51%+1.0pp |
| Employer contribution / active EE | $5,283 | $8,170-35.3% | $35,162-85.0% | $8,170-35.3% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |