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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 14 · EIN 13-4994650 | Plan Administrator | $3,645,809 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 27 · EIN 33-0629048 | Advisory (Plan) | $3,563,446 |
Filed as: GENERATION INVESTMENT MGMT U.S. LLP Service code 28 · EIN 81-5242102 | Investment Management | $3,368,054 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $3,236,333 |
Service code 10 · EIN 98-1048371 | Accounting | $2,147,830 |
CANTILLON CAPITAL MANAGEMENT LLC8+ years Service code 28 · EIN 14-1875682 | Investment Management | $2,079,607 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $2,001,277 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,965,095 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,870,334 |
PATRIA INFRASTRUCTURE II GP, LTD1 year Service code 29 · EIN 98-1564360 | Legal | $1,577,575 |
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 24 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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -17.41% | -15.08%-2.3pp | -3.21%-14.2pp | 7.68%-25.1pp |
| Employer contribution / active EE | $0 | $5,566-100.0% | $46,019-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |