Filed September 12, 2018
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 |
|---|---|---|
AON CONSULTING1+ years Service code 16 · EIN 22-2232264 | Consulting | $618,811 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $107,011 |
RIVERBRIDGE PARTNERS1+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 · EIN 41-1930193 | Investment Management | $56,431 |
Filed as: AGAINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 54-1947440 | Investment Management | $53,925 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $53,691 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-3408600 | Investment Management | $45,156 |
CARON & BLETZER, PLLC1+ years Filed as: CARON AND BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $16,156 |
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.
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -0.63% | -0.43%-0.2pp | -3.43%+2.8pp | -0.60%0pp |
| Employer contribution / active EE | $54,111 | $10,132+434.1% | $25,607+111.3% | $12,272+340.9% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |