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, LLC6 years Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $577,231 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $409,422 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 19 · EIN 25-1926855 | Securities Custodian | $393,901 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $356,805 |
ROTHSCHILD ASSET MANAGEMENT7 years Service code 28 · EIN 13-2544634 | Investment Management | $168,649 |
BLACKROCK5 years Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $102,431 |
LEGAL & GENERAL INVESTMENT7 years Filed as: LGIM Service code 28 71 S WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $26,250 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $15,199 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $2,278,297-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 5.6%-5.6pp | 1.5%-1.5pp |
| Annual return | -21.75% | 23.41%-45.2pp | 111.29%-133.0pp | 23.41%-45.2pp |
| Employer contribution / active EE | $4,768 | $12,650-62.3% | $46,003-89.6% | $12,650-62.3% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $62-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |