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 |
|---|---|---|
THE BRYN MAWR TRUST COMPANY1+ years Service code 21 · EIN 23-0441580 | Bank Trustee | $46,573 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHASE INVESTMENT COUNSEL CORP Service code 28 · EIN 04-3483032 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY1+ years Filed as: OFI GLOBAL ASSET MANAGEMENT Service code 28 12100 EAST ILIFF AVENUE · AURORA, CO 802175270 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 500 E BROWARD BLVD 900 · FORT LAUNDERDALE, FL 33394 | Investment Management | $0 |
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 0.30% | 45.66%-45.4pp | 5.00%-4.7pp | 11.88%-11.6pp |
| Employer contribution / active EE | $1,727 | $9,637-82.1% | $35,918-95.2% | $14,612-88.2% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |