Filed August 10, 2021 (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 |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $245,992 |
Service code 11 · EIN 13-3689044 | Actuarial | $144,880 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $42,735 |
COLUMBIA1+ years Filed as: COLUMBIA MGMT INVSTMT ADVISORS, LLC Service code 16 225 FRANKLIN STREET · BOSTON, MA 02110 | Consulting | $26,789 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 16 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Consulting | $26,691 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES FUNDS Service code 16 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Consulting | $20,485 |
PSA FINANCIAL ADVISORS, INC1+ years Filed as: PSA INSURANCE & FINANCIAL SVCS Service code 16 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Consulting | $15,000 |
Filed as: TCW INVESTMENT MANAGEMENT COMPANY Service code 16 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90014 | Consulting | $6,596 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 16 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 282026002 | Consulting | $6,000 |
BAIRD FUNDS1+ years Filed as: BAIRD FUNDS, INC. Service code 16 C/O U.S. BANCORP FUND SERVICES, LLC · MILWAUKEE, WI 532010701 | Consulting | $5,966 |
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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -1.92% | -0.81%-1.1pp | -2.90%+1.0pp | 2.81%-4.7pp |
| Employer contribution / active EE | $17,165 | $22,644-24.2% | $27,990-38.7% | $16,358+4.9% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |