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 MELLON9+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $205,281 |
Service code 11 · EIN 13-3689044 | Actuarial | $127,855 |
COLUMBIA9+ years Filed as: COLUMBIA MGMT INVSTMT ADVISORS, LLC Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $101,475 |
Filed as: ROCATION INVESTMENT ADV, LLC Service code 27 20 GLOVER AVENUE · NORWALK, CT 06850 | Advisory (Plan) | $31,392 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $28,125 |
ALLSPRING2 years Filed as: ALLSPRING MID VALUE Service code 27 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $9,816 |
BAIRD FUNDS9+ years Filed as: BAIRD FUNDS, INC. Service code 27 P.O. BOX 701 · MILWAUKEE, WI 282026002 | Advisory (Plan) | $8,790 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 27 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Advisory (Plan) | $8,077 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES LARGE CAP GROWTH Service code 27 P.O BOX 219594 · KANSAS CITY, MO 641219594 | Advisory (Plan) | $7,087 |
Filed as: TCW LCG Service code 27 865 SOUTH FIGUEROA · LOS ANGELES, CA 90017 | Advisory (Plan) | $6,874 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 12.44% | 9.49%+3.0pp | 15.31%-2.9pp | 9.89%+2.6pp |
| Employer contribution / active EE | $56,928 | $12,214+366.1% | $28,686+98.4% | $14,313+297.7% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |