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 LLC8+ years Filed as: JPMORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $89,026 |
Filed as: SHERIDAN ROAD ADVISORS Service code 13 · EIN 13-4284240 707 SKOKIE BLVD · NORTHBROOK, IL 60062 | Contract Administrator | $40,000 |
Filed as: GW&K INVESTMENT MANAGEMENT, LLC Service code 27 222 BERKELEY ST #15 · BOSTON, MA 02116 | Advisory (Plan) | $7,177 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -16.87% | -13.10%-3.8pp | 0.46%-17.3pp | 2.77%-19.6pp |
| Employer contribution / active EE | $0 | $16,278-100.0% | $35,480-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |