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 |
|---|---|---|
Service code 28 · EIN 41-2253838 | Investment Management | $1,696,480 |
Filed as: GRANTHAM, MAYO, VAN OTERLOO CO Service code 28 · EIN 04-2691242 | Investment Management | $1,365,341 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL, LP Service code 52 · EIN 04-3472863 | Indirect Investment Fees | $1,286,254 |
DOUBLELINE CAPITAL LP4 years Filed as: DOUBLE LINE CAPITAL LP Service code 28 · EIN 30-0596331 | Investment Management | $1,100,862 |
Filed as: J. P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $972,622 |
Filed as: ABERDEEN STANDARD INVESTMENTS Service code 28 · EIN 51-0368279 | Investment Management | $748,940 |
BRIDGEWATER6+ years Filed as: BRIDGEWATER ASSOCIATES, INC. Service code 28 · EIN 27-1437501 | Investment Management | $741,382 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $592,051 |
WASATCH ADVISORS4 years Filed as: WASATCH ADVISORS INC. Service code 51 · EIN 87-0319391 | Investment Mgmt Fees | $558,515 |
Filed as: TCW/METWEST Service code 28 · EIN 95-3703295 | Investment Management | $496,155 |
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 2 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,094 | $139,618-61.3% | $100,516-46.2% | $106,222-49.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.4%+20.6pp | 70.8%+29.2pp |
| Annual return | 5.92% | 22.24%-16.3pp | 30.89%-25.0pp | 21.69%-15.8pp |
| Employer contribution / active EE | $3,297 | $3,379-2.4% | $3,418-3.5% | $2,723+21.0% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $6,270-100.0% | $4,600-100.0% |
| Admin fee / account holder | $225 | $91+148.1% | $8,081-97.2% | $78+187.4% |