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 |
|---|---|---|
WILSON-MCSHANE CORPORATION11+ years Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $1,853,524 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $1,452,489 |
ULLICO11+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $690,082 |
BOSTON PARTNERS11+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 98-0202744 | Investment Management | $542,317 |
LSV ASSET MANAGEMENT11+ years Service code 28 · EIN 23-2772200 | Investment Management | $538,238 |
SCOUT INVESTMENTS, INC.11+ years Filed as: SCOUT INVESTMENTS Service code 28 · EIN 43-1925734 | Investment Management | $488,630 |
CASTLEARK MANAGEMENT LLC5 years Filed as: CASTLEARK MANAGEMENT, LLC Service code 28 · EIN 36-4269427 | Investment Management | $480,319 |
HORIZON ACTUARIAL SERVICES, LLC11+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $419,942 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $258,834 |
STATE STREET GLOBAL ADVISORS11+ years Service code 28 · EIN 81-4017137 | Investment Management | $170,369 |
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 | 14.72% | 9.57%+5.2pp | 9.65%+5.1pp | 9.57%+5.2pp |
| Employer contribution / active EE | $4,563 | $8,891-48.7% | $26,259-82.6% | $8,891-48.7% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |