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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $1,332,463 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,235,138 |
AMALGAMATED BANK4 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $1,153,645 |
MOEITS8 years Service code 49 6150 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Other Services | $1,106,132 |
AMERICAN REALTY ADVISORS9 years Service code 28 · EIN 33-0123114 | Investment Management | $1,096,544 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $992,300 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $923,202 |
NEWTOWER TRUST COMPANY5 years Service code 28 · EIN 30-0872552 | Investment Management | $790,416 |
THE SEGAL COMPANY3 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $650,520 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $646,963 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | 6.13% | 9.57%-3.4pp | 9.65%-3.5pp | 9.57%-3.4pp |
| Employer contribution / active EE | $26,010 | $8,891+192.6% | $26,259-0.9% | $8,891+192.6% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |