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 |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 · EIN 25-1890416 | Investment Management | $337,385 |
LORD ABBETT4+ years Filed as: LORD ABBETT & CO LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $272,175 |
ZIEGLER CAPITAL MANAGEMENT, LLC4+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $226,983 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $207,711 |
ULLICO4+ years Filed as: UNION LABOR LIFE INS. CO. Service code 28 · EIN 13-1423090 | Investment Management | $136,021 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $94,306 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS CAPITAL MGMT, LLC Service code 28 · EIN 75-3019302 | Investment Management | $84,814 |
NEWTOWER TRUST COMPANY3 years Service code 21 · EIN 30-0872552 | Bank Trustee | $74,072 |
JOSEPH STERN CPA4+ years Filed as: JOSEPH M. STERN, CPA Service code 10 · EIN 11-3767324 | Accounting | $72,950 |
PATRICK MCCULLOUGH4+ years Filed as: PATRICK DOHERTY Service code 30 · EIN 13-6178512 | Employee (plan); Recordkeeping fees | $72,885 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,101 | $60,396+173.4% | $83,848+96.9% | $75,289+119.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -1.22% | 3.84%-5.1pp | 850.88%-852.1pp | -0.04%-1.2pp |
| Employer contribution / active EE | $14,677 | $3,343+339.0% | $3,631+304.2% | $2,405+510.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $704 | $141+398.7% | $5,478-87.1% | $102+588.4% |