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 | $123,795 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $101,969 |
TS&W INTERNATIONAL6 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $79,136 |
EATON VANCE5 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $78,342 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $40,449 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $37,672 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 28 PO BOX 3009 · MONROE, WI 535668309 | Investment Management | $8,810 |
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.
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 | -13.96% | -12.59%-1.4pp | -11.06%-2.9pp | -5.25%-8.7pp |
| Employer contribution / active EE | $49,756 | $15,979+211.4% | $55,362-10.1% | $15,166+228.1% |
| Participant deferral / active EE | $469 | $77+512.7% | $26+1696.3% | $120+291.7% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |