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 |
|---|---|---|
TIGER GLOBAL4+ years Filed as: TIGER GLOBAL MANAGEMENT, LLC Service code 28 | Investment Management | $5,921,034 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 14 · EIN 13-4994650 | Plan Administrator | $4,323,693 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $3,340,613 |
CANTILLON CAPITAL MANAGEMENT LLC4+ years Service code 28 · EIN 14-1875682 | Investment Management | $2,925,484 |
TIGER GLOBAL3 years Filed as: TIGER GLOBAL MANAGEMENT LLC Service code 28 | Investment Management | $2,774,964 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $2,553,239 |
Service code 51 · EIN 98-0674990 | Investment Mgmt Fees | $2,386,303 |
Filed as: GENERATION INVESTMENT MGMT U.S. LLP Service code 28 · EIN 81-5242102 | Investment Management | $2,331,457 |
PIMCO FUNDS4+ years Filed as: PIMCO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $2,267,899 |
RIDGEWORTH1 year Filed as: GENEVA INVESTMENT MGMT, LLC Service code 28 · EIN 04-3689735 | Investment Management | $1,944,739 |
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 37 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.
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.77% | -4.58%+0.8pp | -2.18%-1.6pp | -1.95%-1.8pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $38,751-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |