Filed March 5, 2020 (most recent of 4 filings on file)
Total covered: 357 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 |
|---|---|---|
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MANAGEMENT LP Service code 28 · EIN 13-3979511 | Investment Management | $195,913 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $177,541 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INV MGMT CO Service code 28 · EIN 04-2273811 | Investment Management | $143,696 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $122,216 |
NEW ENGLAND PENSION CONSULTANTS4+ years Filed as: NEW ENGLAND PENSION CONSULANTS Service code 27 · EIN 04-2927339 | Advisory (Plan) | $117,737 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-3200244 | Investment Management | $115,861 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $75,484 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $71,448 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -5.76% | -2.85%-2.9pp | -3.29%-2.5pp | 33.37%-39.1pp |
| Employer contribution / active EE | $5,403 | $7,024-23.1% | $36,762-85.3% | $11,253-52.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |