Filed January 13, 2025
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 |
|---|---|---|
GOLDMAN SACHS7 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $974,215 |
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $137,357 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET GLOBAL ADVISORS TR CO Service code 28 · EIN 81-4017137 | Investment Management | $10,125 |
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.
Annual investment return 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 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -3.53% | 9.30%-12.8pp | 7.14%-10.7pp | 9.30%-12.8pp |
| Employer contribution / active EE | $25,492 | $12,557+103.0% | $20,022+27.3% | $12,557+103.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $31-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |