Filed February 3, 2021
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 |
|---|---|---|
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $1,503,060 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $909,888 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2767481 | Investment Management | $160,098 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $152,658 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $122,039 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $100,000 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $64,753 |
MAYER HOFFMAN MCCANN P.C.5 years Service code 10 · EIN 43-1947695 | Accounting | $31,185 |
Filed as: PILLSBURY WINTHROP LLP Service code 29 · EIN 94-1311126 | Legal | $27,735 |
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.
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 | $1,469,698-100.0% | $319,010-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -23.48% | 7.68%-31.2pp | 10.22%-33.7pp | 7.68%-31.2pp |
| Employer contribution / active EE | $7,745 | $9,142-15.3% | $51,215-84.9% | $9,142-15.3% |
| Participant deferral / active EE | $0 | $462-100.0% | $129-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $10,810-100.0% | $19,323-100.0% |