Filed April 5, 2021 (most recent of 5 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 |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC1+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $120,356 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS LLP Service code 64 · EIN 16-0468020 | Recordkeeping Fees | $31,412 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 · EIN 95-6810128 | Indirect Investment Fees | $30,661 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT CO. LLC Service code 52 · EIN 33-0629048 | Indirect Investment Fees | $22,827 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MGMT CO. LLC Service code 52 · EIN 25-1890416 | Indirect Investment Fees | $20,559 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 52 · EIN 13-3200244 | Indirect Investment Fees | $20,114 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 52 · EIN 23-2817243 | Indirect Investment Fees | $18,052 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 55 · EIN 36-1561860 | Other Commissions | $9,752 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,720 | $99,628+74.4% | $105,218+65.1% | $59,188+193.5% |
| Participation rate | 94.9% | 80.5%+14.4pp | 77.2%+17.7pp | 69.4%+25.5pp |
| Annual return | -4.13% | 3.21%-7.3pp | 5.33%-9.5pp | 5.51%-9.6pp |
| Employer contribution / active EE | $1,834 | $2,454-25.3% | $3,255-43.7% | $2,098-12.6% |
| Participant deferral / active EE | $5,982 | $4,189+42.8% | $4,867+22.9% | $3,265+83.2% |
| Admin fee / account holder | $119 | $62+90.5% | $6,992-98.3% | $92+29.0% |