Filed April 11, 2019 (most recent of 12 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 64 · EIN 82-1061233 | Recordkeeping Fees | $1,237,733 |
LAZARD ASSET MANAGEMENT4+ years Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $745,613 |
Filed as: PRUDENTIAL ASSET MANAGEMENT Service code 23 · EIN 22-1211670 | Securities brokerage commissions and ... | $690,177 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 49 · EIN 94-3112180 | Other Services | $641,939 |
Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $306,989 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $177,127 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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 | $0 | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.41% | 73.13%-77.5pp | 4.36%-8.8pp | 73.13%-77.5pp |
| Employer contribution / active EE | $7,006 | $8,421-16.8% | $27,383-74.4% | $8,421-16.8% |
| Participant deferral / active EE | $0 | $293-100.0% | $75-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $14,020-100.0% | - |