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 |
|---|---|---|
ULLICO1 year Filed as: ULLICO INFRASTRUCTURE TAX-EXEMPT Service code 50 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Direct Payment | $261,297 |
HARRIS10+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $214,692 |
MARQUETTE ASSOCIATES6 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $205,000 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $184,708 |
CYGAN HAYES LTD.9 years Filed as: CYGAN HAYES, LTD. Service code 10 · EIN 36-3332152 | Accounting | $157,828 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1975125 | Actuarial | $145,396 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES CORE PLUS FIXED INCOM Service code 50 1 FINANCIAL CENTER · BOSTON, MA 02111 | Direct Payment | $102,219 |
Service code 28 1130 AVE OF AMERICAS 38FL · NEW YORK, NY 10019 | Investment Management | $89,351 |
Service code 19 5901 COLLEG BLVD STE 100 · OVERLAND PARK, KS 66211 | Securities Custodian | $84,861 |
PRASAD I ELAMANA4 years Filed as: PRASAD I. ELAMANA Service code 30 · EIN 36-6122163 | Direct payment from the plan; Employe... | $70,983 |
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 | 8.14% | 10.50%-2.4pp | 9.65%-1.5pp | 9.22%-1.1pp |
| Employer contribution / active EE | $12,654 | $14,720-14.0% | $26,259-51.8% | $13,567-6.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |