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 |
|---|---|---|
KOHLBERG & CO4 years Service code 28 111 RADIO CIRCLE · MT KISCO, NY 10549 | Investment Management | $270,442 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN SPECIAL SITUATIONS Service code 28 · EIN 13-3980309 | Investment Management | $205,135 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN EMERGING MARKETS FUND Service code 28 · EIN 13-4179575 | Investment Management | $200,056 |
OAKTREE CAPITAL MANAGEMENT, L.P.10+ years Service code 28 · EIN 26-0189082 | Investment Management | $157,191 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN STRATEGIC PROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $124,030 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $116,090 |
Service code 28 · EIN 98-1263525 | Investment Management | $113,339 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $108,847 |
Filed as: HORSLEY BRIDGE VENTURE 14, L.P. Service code 28 140 NEW MONTGOMERY STREET, FLOOR 16 · SAN FRANCISCO, CA 94105 | Investment Management | $100,000 |
HORSLEY BRIDGE XI VENTURE, LP10+ years Service code 28 · EIN 47-2774905 | Investment Management | $100,000 |
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.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 3.76% | 10.50%-6.7pp | 9.65%-5.9pp | 9.22%-5.5pp |
| Employer contribution / active EE | $16,615 | $14,720+12.9% | $26,259-36.7% | $13,567+22.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |