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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 14 · EIN 13-4994650 | Plan Administrator | $5,392,275 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 27 · EIN 33-0629048 | Advisory (Plan) | $3,670,211 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $2,824,188 |
CANTILLON CAPITAL MANAGEMENT LLC10+ years Service code 28 · EIN 14-1875682 | Investment Management | $2,139,506 |
PGIM INVESTMENTS6 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $2,034,640 |
LOOMIS SAYLES6 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $1,956,494 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,566,381 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: GENERATION INVESTMENT MGMT U.S. LLP Service code 28 · EIN 81-5242102 | Investment Management | $1,292,518 |
Filed as: METLIFE Service code 28 · EIN 82-2405817 | Investment Management | $1,149,211 |
Filed as: WESTERN ASSET MANAGEMENT CO, LLC Service code 28 · EIN 52-1200960 | Investment Management | $1,089,648 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 26 reportable transactions. $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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 3.16% | 8.85%-5.7pp | 9.14%-6.0pp | 8.85%-5.7pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $40,544-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |