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 |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC8+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $300,525 |
BOSTON TRUST WALDEN COMPANY3 years Service code 28 · EIN 04-2273811 | Investment Management | $208,559 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-3200244 | Investment Management | $158,638 |
NEW ENGLAND PENSION CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION CONSULANTS Service code 27 · EIN 04-2927339 | Advisory (Plan) | $137,507 |
DODGE & COX8+ years Service code 28 · EIN 13-6033041 | Investment Management | $81,283 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $47,329 |
Service code 28 · EIN 20-2830751 | Investment Management | $47,277 |
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 | $2,456,633-100.0% | $565,817-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 29.9%-29.9pp | 1.5%-1.5pp |
| Annual return | -9.07% | 23.41%-32.5pp | -8.79%-0.3pp | 23.41%-32.5pp |
| Employer contribution / active EE | $8,738 | $12,650-30.9% | $43,435-79.9% | $12,650-30.9% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $12-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $866-100.0% | $14,884-100.0% |