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 9-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 |
|---|---|---|
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 52-6257033 | Investment Management | $376,208 |
STATE STREET GLOBAL ADVISORS9+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $331,809 |
LSV ASSET MANAGEMENT8 years Service code 28 · EIN 23-2772200 | Investment Management | $281,928 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $259,985 |
Filed as: GMO BENCHMARK FREE FUND CLASS III Service code 28 · EIN 45-2174907 | Investment Management | $229,161 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $181,847 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT SECURITIES Service code 28 · EIN 13-5545100 | Investment Management | $175,284 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 · EIN 12-0359999 | Investment Management | $153,637 |
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $129,433 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $107,000 |
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.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.30% | 10.33%-2.0pp | 8.09%+0.2pp | 9.30%-1.0pp |
| Employer contribution / active EE | $13,155 | $14,972-12.1% | $28,732-54.2% | $12,557+4.8% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |