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 |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT6 years Service code 28 · EIN 13-2544634 | Investment Management | $532,163 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $482,499 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 19 · EIN 25-1926855 | Securities Custodian | $195,600 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $172,897 |
BLACKROCK4 years Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $109,743 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $93,094 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LGIM Service code 28 71 S WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $35,000 |
HEWITT ASSOCIATES LLC7+ years Filed as: HEWITT ASSOCIATES Service code 27 · EIN 36-2235791 | Advisory (Plan) | $27,244 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $23,415 |
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.
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 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 5.33% | 15.63%-10.3pp | 4.92%+0.4pp | 15.63%-10.3pp |
| Employer contribution / active EE | $5,370 | $11,476-53.2% | $39,114-86.3% | $11,476-53.2% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |