Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Other investment fees and expenses; C... | $64,607 |
THE VANGUARD GROUP, INC.5+ years Service code 28 · EIN 23-1945930 | Investment Management | $1,338 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,682 | $121,259+23.4% | $162,163-7.7% | $89,569+67.1% |
| Participation rate | 97.0% | 90.0%+6.9pp | 87.6%+9.4pp | 69.6%+27.4pp |
| Annual return | 21.26% | 22.23%-1.0pp | 115.59%-94.3pp | 34.56%-13.3pp |
| Employer contribution / active EE | $1,109 | $4,435-75.0% | $5,614-80.2% | $2,584-57.1% |
| Participant deferral / active EE | $5,736 | $6,620-13.4% | $7,298-21.4% | $4,220+35.9% |
| Admin fee / account holder | $0 | $101-100.0% | $10,843-100.0% | $72-100.0% |