Filed January 21, 2016 (most recent of 2 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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC8 years Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $545,633 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 19 · EIN 25-1926855 | Securities Custodian | $393,348 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $275,498 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $201,240 |
BLACKROCK7 years Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $75,302 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $19,215 |
LEGAL & GENERAL INVESTMENT9 years Filed as: LGIM Service code 28 71 S WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,750 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 8.27% | 9.30%-1.0pp | 3.48%+4.8pp | 9.30%-1.0pp |
| Employer contribution / active EE | $5,057 | $12,557-59.7% | $31,972-84.2% | $12,557-59.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $83-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |