Filed December 8, 2017 (most recent of 4 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 |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $688,889 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $503,699 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 51-0099493 | Bank Trustee | $295,375 |
WELLS FARGO BANK, N.A.2 years Service code 21 · EIN 94-1347393 | Bank Trustee | $278,391 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 28 · EIN 43-1451524 | Investment Management | $95,293 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $5,300 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $65,170-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -29.25% | 2.77%-32.0pp | 7.07%-36.3pp | 2.77%-32.0pp |
| Employer contribution / active EE | $0 | $15,262-100.0% | $34,847-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $4-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $51-100.0% | $1,015-100.0% |