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 10-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 |
|---|---|---|
Filed as: GENERATION INVESTMENT MGMT U.S. LLP Service code 28 · EIN 81-5242102 | Investment Management | $6,580,636 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 27 · EIN 33-0629048 | Advisory (Plan) | $6,163,974 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 14 · EIN 13-4994650 | Plan Administrator | $4,093,678 |
P2 BRASIL PRIVATE INFRA PARTNER II3 years Service code 51 · EIN 98-0674990 | Investment Mgmt Fees | $2,463,605 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $2,279,366 |
CANTILLON CAPITAL MANAGEMENT LLC5+ years Service code 28 · EIN 14-1875682 | Investment Management | $2,191,187 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $1,816,173 |
Service code 28 · EIN 48-1140940 | Investment Management | $1,556,276 |
Service code 10 · EIN 98-1048371 | Accounting | $1,544,894 |
EQT SERVICES (UK) LIMITED5+ years Service code 28 · EIN 98-1064072 | Investment Management | $1,495,026 |
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.
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 32 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 24.51% | 18.43%+6.1pp | 14.64%+9.9pp | 24.48%0pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $41,831-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |