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 |
|---|---|---|
MERCER2+ years Filed as: MERCER (US) INC Service code 64 · EIN 13-2834414 | Recordkeeping Fees | $740,374 |
FAYEZ SAROFIM & CO2+ years Service code 28 · EIN 74-1312679 | Investment Management | $79,203 |
BARES CAPITAL MANAGEMENT INC2+ years Filed as: BARES CAPITAL MANAGEMENT, INC. Service code 28 · EIN 74-2961140 | Investment Management | $69,931 |
Filed as: OAKVIEW CAPITAL MANAGEMENT LP Service code 28 · EIN 26-1237335 | Investment Management | $63,028 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: NEWSOUTH CAPITAL MGMT, INC Service code 28 · EIN 62-1237220 | Investment Management | $62,211 |
ARROWSTREET CAPITAL1 year Service code 28 · EIN 98-1239974 | Investment Management | $50,080 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $41,671 |
Filed as: HOISINGTON INVESTMENT Service code 28 · EIN 74-2126765 | Investment Management | $33,683 |
BLACKROCK2+ years Service code 28 · EIN 06-1543710 | Investment Management | $16,995 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.21% | 14.80%-2.6pp | 10.16%+2.1pp | 16.32%-4.1pp |
| Employer contribution / active EE | $2,805 | $5,344-47.5% | $33,192-91.6% | $12,766-78.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |