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 LLC8+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $96,335 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $86,793 |
TS&W4 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $56,108 |
EATON VANCE5 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $49,047 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $37,672 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $27,574 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 28 PO BOX 3009 · MONROE, WI 535668309 | Investment Management | $6,456 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -14.17% | -12.59%-1.6pp | -11.06%-3.1pp | -5.25%-8.9pp |
| Employer contribution / active EE | $0 | $15,979-100.0% | $55,362-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $116 | $77+51.9% | $26+345.2% | $120-2.9% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |