Filed July 24, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
APAX PARTNERS3+ years Service code 28 · EIN 20-2520354 | Investment Management | $645,022 |
BAIRD INSURANCE SERVICES INC3+ years Filed as: BAIRD CAPITAL Service code 28 227 WEST MONROE STREET · CHICAGO, IL 60606 | Investment Management | $515,519 |
AMERICAN FUNDS3+ years Filed as: OAKTREE CAPITAL GROUP Service code 28 333 SOUTH GRAND AVENUE · LOS ANGELES, CA 90071 | Investment Management | $232,741 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK Service code 28 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Investment Management | $185,922 |
GOLDMAN SACHS3+ years Service code 28 · EIN 13-5108880 | Investment Management | $51,513 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.06% | 12.92%-1.9pp | 10.36%+0.7pp | 17.84%-6.8pp |
| Employer contribution / active EE | $17,291 | $14,070+22.9% | $37,738-54.2% | $14,688+17.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |