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 LLP4+ years Service code 11 · EIN 13-4008324 | Actuarial | $665,192 |
RICHMOND CAPITAL MANAGEMENT4+ years Service code 28 · EIN 54-1288566 | Investment Management | $231,286 |
JANNEY MONTGOMERY SCOTT LLC4+ years Service code 28 · EIN 15-7054566 | Investment Management | $221,943 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-2633612 | Bank Trustee | $100,000 |
CIGNA INVESTMENTS INC4+ years Filed as: CIGNA GUARANTEED DEP Service code 28 · EIN 06-0303370 | Investment Management | $41,511 |
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -3.21% | -3.37%+0.2pp | -61.72%+58.5pp | 0.19%-3.4pp |
| Employer contribution / active EE | $12,903 | $36,881-65.0% | $47,703-73.0% | $13,763-6.2% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |