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 LLC6+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $279,454 |
Service code 28 · EIN 04-2273811 | Investment Management | $269,593 |
NEWTON6+ years Filed as: NEWTON CAPITAL MANAGEMENT LLC Service code 28 · EIN 32-0194117 | Investment Management | $260,852 |
DODGE & COX6+ years Service code 28 · EIN 13-6033041 | Investment Management | $133,638 |
FID INV INST OPS CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $122,740 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,155 | $82,783+228.8% | $133,956+103.2% | $90,288+201.4% |
| Participation rate | 99.2% | 81.3%+17.9pp | 79.8%+19.4pp | 73.4%+25.9pp |
| Annual return | 13.09% | 21.89%-8.8pp | 45.09%-32.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $14,650 | $2,388+513.4% | $3,919+273.9% | $2,524+480.4% |
| Participant deferral / active EE | $8,265 | $4,291+92.6% | $5,048+63.8% | $4,232+95.3% |
| Admin fee / account holder | $203 | $93+119.2% | $8,927-97.7% | $114+78.4% |