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 |
|---|---|---|
IFM INVESTORS PTY LTD3 years Service code 28 · EIN 98-0569684 | Investment Management | $2,071,550 |
ACCOUNTING DEPARTMENT5+ years Filed as: MIS DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $1,888,737 |
Filed as: J. P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,414,273 |
Filed as: GRANTHAM MAYO VAN OTTERLOO CO LLC Service code 28 · EIN 45-2174907 | Investment Management | $1,221,320 |
ACCOUNTING DEPARTMENT5+ years Filed as: CONTRIBUTION SERVICES DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $1,082,274 |
BENEFITS DEPARTMENT5+ years Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $841,218 |
EXECUTIVE INSURANCE AGENCY INC5+ years Filed as: EXECUTIVE DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $757,284 |
CONSTITUTION CAPITAL PARTNERS5+ years Filed as: CONSTITUTION CAPITAL PARTNERS LLC Service code 28 · EIN 74-3246212 | Investment Management | $605,394 |
TA ASSOCIATE5+ years Service code 28 · EIN 01-0065490 | Investment Management | $561,621 |
HUMAN INTEREST ADVISOR LLC5+ years Filed as: HUMAN RESOURCES DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $546,056 |
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 1 reportable transaction. $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.
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 | $894,319,009-100.0% | $248,520-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 9.66% | 24.48%-14.8pp | 239.57%-229.9pp | 24.48%-14.8pp |
| Employer contribution / active EE | $6,369 | $9,418-32.4% | $43,837-85.5% | $9,418-32.4% |
| Participant deferral / active EE | $0 | $501-100.0% | $575-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,083-100.0% | $2,968,729-100.0% |