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 |
|---|---|---|
Service code 28 12 GILL ST 2600 · WOBURN, MA 01801 | Investment Management | $245,130 |
LOCAL 1102 RWDSU3 years Filed as: LOCAL 21 ADMINISTRATIVE FUND Service code 50 1024 MCKINLEY STREET · PEEKSKILL, NY 10566 | Direct Payment | $224,259 |
ULLICO6 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $208,015 |
BMO HARRIS BANK NA7 years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S. LASALLE, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $174,820 |
THE BANK OF NEW YORK MELLON7 years Filed as: MELLON INVESTMENTS CORP Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $159,436 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $156,039 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 110 WASHINGTON STREET, SUITE 1300 · CONSHOHOCKEN, PA 19428 | Investment Management | $155,700 |
LOOMIS SAYLES7 years Service code 28 655 ATLANTIC AVE · BOSTON, MA 02111 | Investment Management | $70,456 |
THE SEGAL COMPANY9 years Service code 11 · EIN 13-1835864 | Actuarial | $66,908 |
AMERICAN REALTY ADVISORS7 years Filed as: MACKAY SHIELDS LLC Service code 28 1345 6TH AVE · NEW YORK, NY 10105 | Investment Management | $56,550 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.42% | 9.24%+1.2pp | 9.65%+0.8pp | 10.71%-0.3pp |
| Employer contribution / active EE | $11,728 | $14,215-17.5% | $26,259-55.3% | $14,986-21.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |