See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2+ years Service code 16 · EIN 82-1061233 | Consulting | $488,600 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $373,076 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $238,208 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 | Investment Management | $229,630 |
NEPC, LLC2+ years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $203,200 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $199,036 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 48-1140940 | Investment Management | $147,708 |
SCHRODER INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-4064414 | Investment Management | $103,032 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 26-0676603 | Consulting | $87,000 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 180 BATTERY STREET · BURLINGTON, VT 05401 | Investment Management | $83,625 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -18.56% | 17.17%-35.7pp | 179.55%-198.1pp | 23.41%-42.0pp |
| Employer contribution / active EE | $640 | $11,568-94.5% | $24,917-97.4% | $12,650-94.9% |
| Participant deferral / active EE | $30 | $1,827-98.4% | $463-93.6% | $1,474-98.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |