Filed February 5, 2025
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 3-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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 14 · EIN 20-1932099 | Plan Administrator | $1,286,317 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO GLOBAL EMERGING MKTS EQUITY Service code 28 · EIN 20-4213748 | Investment Management | $1,032,177 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $773,395 |
ARROWSTREET CAPITAL1+ years Service code 28 · EIN 04-3472863 | Investment Management | $543,773 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $462,464 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $447,207 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $432,312 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 80-0175963 | Investment Management | $391,485 |
DENVER INVESTMENTS1+ years Filed as: DENVER INVESTMENT ADVISORS Service code 28 · EIN 84-1284659 | Investment Management | $388,340 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $342,182 |
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.
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 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 | $47,522-100.0% | $10,105-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.1%-11.1pp | 9.2%-9.2pp |
| Annual return | -11.37% | -0.08%-11.3pp | 16.23%-27.6pp | -0.08%-11.3pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $17,605-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $237-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $11-100.0% | $275-100.0% |