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 |
|---|---|---|
PDC ADMINISTRATIVE FUND10+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $1,068,030 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $574,062 |
Service code 28 · EIN 82-2900910 | Investment Management | $498,125 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $194,211 |
SLC MANAGEMENT6 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $183,742 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $180,190 |
PUNCH & ASSOCIATES10+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MANAG Service code 28 · EIN 82-0566501 | Investment Management | $169,763 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $156,335 |
BOSTON PARTNERS8 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $152,731 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $145,375 |
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.
Annual investment return 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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 6.46% | 10.50%-4.0pp | 9.65%-3.2pp | 9.22%-2.8pp |
| Employer contribution / active EE | $17,027 | $14,720+15.7% | $26,259-35.2% | $13,567+25.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |