Filed November 17, 2020
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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3+ years Service code 11 · EIN 13-4008324 | Actuarial | $792,199 |
RICHMOND CAPITAL MANAGEMENT3+ years Service code 28 · EIN 54-1288566 | Investment Management | $221,093 |
JANNEY MONTGOMERY SCOTT LLC3+ years Service code 28 · EIN 15-7054566 | Investment Management | $191,043 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-2633612 | Bank Trustee | $94,204 |
CIGNA INVESTMENTS INC3+ years Filed as: CIGNA GUARANTEED DEP Service code 28 · EIN 06-0303370 | Investment Management | $71,369 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 10.05% | 12.03%-2.0pp | 14.41%-4.4pp | 23.90%-13.8pp |
| Employer contribution / active EE | $8,677 | $30,615-71.7% | $45,283-80.8% | $16,539-47.5% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |