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 |
|---|---|---|
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $1,221,813 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $973,791 |
Filed as: PRUDENTIAL ASSET MANAGEMENT Service code 23 · EIN 22-1211670 | Investment management fees paid direc... | $601,070 |
LAZARD ASSET MANAGEMENT8+ years Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $275,934 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $187,318 |
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 | $2,456,633-100.0% | $732,694-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 7.1%-7.1pp | 1.5%-1.5pp |
| Annual return | -20.04% | 23.41%-43.5pp | -15.18%-4.9pp | 23.41%-43.5pp |
| Employer contribution / active EE | $26,937 | $12,650+112.9% | $53,321-49.5% | $12,650+112.9% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $0 | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |