Filed December 1, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 28 · EIN 13-3200244 | Investment Management | $365,693 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-3275867 | Recordkeeping | $295,584 |
Filed as: METLIFE INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 20-8262386 | Investment Management | $215,715 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $109,305 |
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $98,938 |
MERCER10+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $34,300 |
FISHER INVESTMENTS10+ years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $19,642 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $10,436 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 17.60% | 9.22%+8.4pp | 52.39%-34.8pp | 9.22%+8.4pp |
| Employer contribution / active EE | $6,897 | $13,567-49.2% | $23,486-70.6% | $13,567-49.2% |
| Participant deferral / active EE | $0 | $575-100.0% | $224-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |