Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
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 |
|---|---|---|
MERCER11+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $601,708 |
SIT INVESTMENT ASSOCIATES11+ years Service code 28 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $380,936 |
AMERICAN FUNDS11+ years Filed as: SPEECE THORSON CAPITAL Service code 28 225 S 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $218,662 |
CONNING, INC.7 years Filed as: CONNING Service code 28 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Investment Management | $192,492 |
NUVEEN11+ years Filed as: NUVEEN SECURITIES LLC Service code 28 901 S. MARQUETTE AVENUE · MINNEAPOLIS, MN 55402 | Investment Management | $177,608 |
US BANK2 years Service code 15 · EIN 41-6271270 | Recordkeeping | $91,527 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 9440 S SANTA MONICA BLVD 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $37,851 |
RBC GLOBAL ASSET MANAGEMENT11+ years Filed as: RBC GLOBAL Service code 28 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $13,371 |
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 10.72% | 8.48%+2.2pp | 37.43%-26.7pp | 9.22%+1.5pp |
| Employer contribution / active EE | $14 | $8,226-99.8% | $38,058-100.0% | $13,567-99.9% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |