Filed December 18, 2018
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 LLC10+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $348,714 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $223,880 |
TS&W6 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $133,600 |
MERCER10+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $82,552 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $76,660 |
EATON VANCE7 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $40,603 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD Service code 28 PO BOX 3009 · MONROE, WI 535668309 | Investment Management | $8,680 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,520-100.0% | $157,677-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 2.1%-2.1pp |
| Annual return | 7.05% | 5.59%+1.5pp | 8.39%-1.3pp | 7.65%-0.6pp |
| Employer contribution / active EE | $0 | $10,158-100.0% | $41,487-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $222 | $2220% | $40+455.9% | $1,172-81.1% |
| Admin fee / account holder | $0 | $193-100.0% | $3,303-100.0% | $193-100.0% |