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 |
|---|---|---|
I.E. SHAFFER & CO.10+ years Filed as: I E SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $168,886 |
JP MORGAN SECURITIES LLC10+ years Filed as: J P MORGAN INVESTMENT ADVISORS Service code 51 · EIN 31-1192865 | Investment Mgmt Fees | $119,295 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $117,597 |
SAGE ADVISORY SERVICES10+ years Filed as: SAGE ADVISORY Service code 51 · EIN 74-2798841 | Investment Mgmt Fees | $97,505 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $96,873 |
Service code 13 · EIN 26-4708098 20 FAIRFIELD PLACE · WEST CALDWELL, NJ 07006 | Contract Administrator | $74,657 |
Filed as: CRAWFORD INVESTMENT COUNSEL, INC Service code 28 600 GALLERIA PARKWAY · ATLANTA, GA 30339 | Investment Management | $70,358 |
WEAVER C. BARKSDALE & ASSOCIATES10+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $68,325 |
ULLICO3 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $59,614 |
Filed as: DA GERSON, CPA & ADVISORS Service code 10 · EIN 22-3163246 | Accounting | $59,115 |
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 | 7.67% | 9.24%-1.6pp | 9.65%-2.0pp | 10.71%-3.0pp |
| Employer contribution / active EE | $13,990 | $14,215-1.6% | $26,259-46.7% | $14,986-6.6% |
| 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% | - |