Filed February 7, 2020
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 |
|---|---|---|
RIDGEWORTH2+ years Filed as: GENEVA ADVISORS LLC Service code 26 · EIN 04-3689735 | Advisory (Participants) | $256,300 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; D... | $42,878 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $31,321 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 28 · EIN 39-6037917 | Investment Management | $27,538 |
BALASA DINVERNO & FOLTZ LLC2+ years Service code 26 · EIN 36-4445980 | Advisory (Participants) | $25,254 |
AT INVESTMENT ADVISERS INC2+ years Filed as: AT INVESTMENT ADVISERS INC. Service code 26 · EIN 20-0822261 | Advisory (Participants) | $13,494 |
RAPPAPORT REICHES CAPITAL MGMT2+ years Service code 26 · EIN 20-3327943 | Advisory (Participants) | $9,530 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,183 | $80,177+442.8% | $123,892+251.3% | $57,658+654.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 5.92% | 17.90%-12.0pp | 47.52%-41.6pp | 5.13%+0.8pp |
| Employer contribution / active EE | $18,436 | $2,913+533.0% | $4,617+299.3% | $1,974+834.1% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $29 | $106-72.9% | $8,357-99.7% | $95-69.5% |