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 | $783,223 |
ALAN BILLER & ASSOCIATES4+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $144,000 |
PEREGRINE CAPITAL MANAGEMENT2 years Filed as: PEREGRINE CAPITAL MANAGEMENT LLC Service code 28 · EIN 41-6257136 | Investment Management | $140,516 |
Service code 28 · EIN 26-0340395 | Investment Management | $124,388 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: J.P. MORGAN CHASE & CO INC, Service code 28 · EIN 13-2625764 | Investment Management | $114,780 |
JOANNE LANGONE4+ years Filed as: JOANNE AMES Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $109,469 |
TRACEY SCOTT4+ years Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $108,447 |
ANNETTE PARKER4+ years Filed as: ANNETTE MILBROOK Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $107,479 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Service code 28 · EIN 22-3367558 | Investment Management | $106,881 |
GEORGE JOHNSON & COMPANY4+ years Filed as: GEORGE ASHU Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $90,984 |
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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -3.84% | -1.84%-2.0pp | -0.67%-3.2pp | 0.19%-4.0pp |
| Employer contribution / active EE | $33,088 | $15,717+110.5% | $31,731+4.3% | $13,763+140.4% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |