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 |
|---|---|---|
Service code 15 · EIN 53-0215427 | Recordkeeping | $570,835 |
Filed as: PEREGRINE CAPITAL MANAGEMENT LLC Service code 28 · EIN 41-6257136 | Investment Management | $147,796 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $146,216 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Service code 28 · EIN 22-3367558 | Investment Management | $126,302 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: J.P. MORGAN CHASE & CO INC, Service code 28 · EIN 13-2625764 | Investment Management | $111,069 |
JOANNE LANGONE3+ years Filed as: JOANNE AMES Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $106,946 |
TRACEY SCOTT3+ years Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $105,954 |
ANNETTE PARKER3+ years Filed as: ANNETTE MILBROOK Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $101,301 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $96,918 |
GEORGE JOHNSON & COMPANY3+ years Filed as: GEORGE ASHU Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $89,000 |
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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 14.29% | 12.52%+1.8pp | 9.39%+4.9pp | 23.90%-9.6pp |
| Employer contribution / active EE | $25,442 | $13,977+82.0% | $33,466-24.0% | $16,539+53.8% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |