See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND7+ years Service code 50 · EIN 11-6244552 | Direct Payment | $1,379,892 |
Service code 28 · EIN 04-2895544 | Investment Management | $323,524 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $268,447 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $231,268 |
AMERICAN FUNDS7+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $207,383 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $172,088 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $171,231 |
ULLICO7+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $163,442 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $124,461 |
ATALANTA SOSNOFF6 years Service code 28 · EIN 20-0461050 | Investment Management | $106,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,918-100.0% | $151,611-100.0% | $77,904-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.5%-87.5pp | 73.7%-73.7pp |
| Annual return | -3.84% | -5.50%+1.7pp | 3.33%-7.2pp | 12.21%-16.0pp |
| Employer contribution / active EE | $13,161 | $4,330+203.9% | $6,166+113.4% | $2,848+362.2% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |