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 |
|---|---|---|
RICHMOND CAPITAL MANAGEMENT8+ years Service code 28 · EIN 54-1288566 | Investment Management | $308,624 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 11 · EIN 13-4008324 | Actuarial | $279,464 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-2633612 | Bank Trustee | $152,108 |
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $28,594 |
COHN REZNICK LLP4 years Filed as: COHN REZNICK Service code 28 · EIN 22-1478099 | Investment Management | $24,675 |
PENSION LIVE, LLC2 years Filed as: PENSION LIVE Service code 11 · EIN 26-2239692 | Actuarial | $24,000 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 PO BOX 23641 · ST PETERSBURG, FL 337429968 | Investment Management | $9,877 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -21.17% | -13.41%-7.8pp | 10.22%-31.4pp | 2.77%-23.9pp |
| Employer contribution / active EE | $9,360 | $53,848-82.6% | $51,215-81.7% | $15,262-38.7% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |