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 LLP6+ years Service code 11 · EIN 13-4008324 | Actuarial | $346,098 |
RICHMOND CAPITAL MANAGEMENT6+ years Service code 28 · EIN 54-1288566 | Investment Management | $266,581 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-2633612 | Bank Trustee | $125,074 |
JANNEY MONTGOMERY SCOTT LLC6+ years Service code 28 · EIN 15-7054566 | Investment Management | $114,549 |
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $30,795 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK Service code 28 · EIN 22-1478099 | Investment Management | $21,000 |
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.
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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 12.07% | 11.57%+0.5pp | 380.66%-368.6pp | 11.45%+0.6pp |
| Employer contribution / active EE | $11,111 | $36,657-69.7% | $45,083-75.4% | $17,219-35.5% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |