See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $250,987 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,500 |
FOSTER & FOSTER6 years Service code 11 · EIN 59-1921114 | Actuarial | $23,000 |
Filed as: TIC MIDWEST Service code 10 · EIN 93-4217445 | Accounting | $20,654 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $20,112 |
Filed as: TIC INTERNATIONAL CORP Service code 10 · EIN 13-2600875 | Accounting | $11,011 |
Filed as: ASHER, GITTLER, & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $10,027 |
Service code 15 · EIN 36-3182363 | Recordkeeping | $6,600 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 9.11% | 7.29%+1.8pp | 8.09%+1.0pp | 8.23%+0.9pp |
| Employer contribution / active EE | $20,533 | $9,761+110.4% | $28,732-28.5% | $13,859+48.2% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |