Filed February 3, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $2,115,675 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $842,461 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $291,807 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2767481 | Investment Management | $270,392 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $93,500 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $55,243 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,000 |
MAYER HOFFMAN MCCANN P.C.4 years Service code 10 · EIN 43-1947695 | Accounting | $28,875 |
Filed as: PILLSBURY WINTHROP LLP Service code 29 · EIN 94-1311126 | Legal | $14,339 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $375,279-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.0%0pp |
| Annual return | 5.59% | 13.51%-7.9pp | 9.78%-4.2pp | 13.51%-7.9pp |
| Employer contribution / active EE | $8,172 | $8,1700% | $46,882-82.6% | $8,1700% |
| Participant deferral / active EE | $0 | $488-100.0% | $72-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $5,665-100.0% | - |