Filed May 24, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 45-3056700 | Investment Management | $528,627 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS HERITAGE TRUST COMPANY Service code 21 · EIN 02-0507414 | Bank Trustee | $410,891 |
BOSTON PARTNERS2 years Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $350,466 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $100,994 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $83,685 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 17.97% | 20.78%-2.8pp | 10.36%+7.6pp | 16.32%+1.7pp |
| Employer contribution / active EE | $64,733 | $15,647+313.7% | $37,738+71.5% | $12,766+407.1% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |