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 5-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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $286,782 |
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $99,602 |
SANDERSON ASSET MANAGEMENT2 years Service code 28 · EIN 20-0348128 | Investment Management | $93,583 |
IR&M2 years Service code 28 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MD 02110 | Investment Management | $84,285 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $35,317 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $16,667 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.31% | 7.01%-14.3pp | 12.68%-20.0pp | 0.19%-7.5pp |
| Employer contribution / active EE | $5,332 | $12,638-57.8% | $22,860-76.7% | $13,763-61.3% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |