Filed September 19, 2016 (most recent of 2 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $889,556 |
PZENA INVESTMENT MANAGEMENT9 years Service code 28 · EIN 13-3860154 120 WEST 45TH STREET · NEW YORK, NY 10036 | Investment Management | $560,100 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 28 · EIN 04-3532603 900 SALEM STREET, OT2N1 · SMITHFIELD, RI 02917 | Investment Management | $480,293 |
Service code 28 · EIN 48-1140940 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 63105 | Investment Management | $456,177 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $312,788 |
NEPC, LLC2 years Service code 28 · EIN 26-1429809 225 FRANKLIN STREET, 29TH FLOOR · BOSTON, MA 02110 | Investment Management | $297,880 |
BLACKROCK10+ years Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $136,449 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 28 · EIN 36-3109431 200 E. RANDOLPH ST. · CHICAGO, IL 60601 | Investment Management | $42,397 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $30,998 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 8.02% | 9.22%-1.2pp | 8.40%-0.4pp | 9.22%-1.2pp |
| Employer contribution / active EE | $7,491 | $13,567-44.8% | $39,312-80.9% | $13,567-44.8% |
| Participant deferral / active EE | $0 | $575-100.0% | $131-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |