Filed July 10, 2019
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 |
|---|---|---|
Filed as: FMR LLC Service code 65 · EIN 04-3532603 | Account Maintenance | $1,103,877 |
ARROWSTREET CAPITAL9 years Service code 28 · EIN 98-1239974 | Investment Management | $412,052 |
THE BANK OF NEW YORK MELLON10+ years Service code 99 · EIN 13-5160382 | Other Fees | $212,023 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT Service code 28 · EIN 95-1079000 | Investment Management | $197,076 |
PALO DURO INVESTMENT2 years Service code 28 · EIN 92-0376583 | Investment Management | $100,528 |
MERCER10+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $93,800 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $87,474 |
FAYEZ SAROFIM & CO10+ years Service code 28 · EIN 74-1312679 | Investment Management | $81,379 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $26,430 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 11.19% | 9.57%+1.6pp | 8.80%+2.4pp | 9.57%+1.6pp |
| Employer contribution / active EE | $260 | $8,891-97.1% | $29,429-99.1% | $8,891-97.1% |
| Participant deferral / active EE | $0 | $333-100.0% | $58-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |