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 CONSULTING9+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $1,556,568 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT Service code 27 280 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Plan) | $868,891 |
Filed as: CAMBRIDGE ASSOCIATES Service code 16 125 HIGH STREET · BOSTON, MA 02110 | Consulting | $445,200 |
Filed as: BLUE OWL GP STAKES IV OFFSHR INV LP Service code 27 399 PARK AVENUE, 37TH FLOOR, · NEW YORK, NY 10022 | Advisory (Plan) | $323,022 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET CUSTODY RET PLAN Service code 15 PO BOX 75199 · CHICAGO, IL 606755199 | Recordkeeping | $229,941 |
JMI EQUITY1 year Filed as: JMI EQUITY FUND XI B LP Service code 28 100 INTERNATIONAL DRIVE, SUITE 1910 · BALTIMORE, MD 21202 | Investment Management | $184,800 |
THE CARLYLE GROUP5 years Service code 28 600 TRAVIS ST · HOUSTON, TX 77002 | Investment Management | $170,095 |
PINEBRIDGE STRUCTURED1 year Filed as: PINEBRIDGE CO Service code 28 2727 ALLEN PKWY · HOUSTON, TX 77019 | Investment Management | $164,201 |
BLACKSTONE4 years Filed as: BLACKSTONE INC. Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $91,978 |
Filed as: AACP TAX EXEMPT INV ERISA Service code 28 ONE EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $91,866 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 6.86% | 13.18%-6.3pp | 32.30%-25.4pp | 13.18%-6.3pp |
| Employer contribution / active EE | $998 | $8,469-88.2% | $33,955-97.1% | $8,469-88.2% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |