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 |
|---|---|---|
DEPRINCE, RACE & ZOLLO11+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $306,838 |
WILSON-MCSHANE CORPORATION7 years Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $305,352 |
Service code 28 · EIN 04-2895544 | Investment Management | $267,729 |
VICTORY5 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $139,381 |
THE SEGAL COMPANY10+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $106,250 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $101,677 |
ULLICO11+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $90,626 |
JOHNSON & KROL, LLC11+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $89,878 |
HORIZON ACTUARIAL SERVICES, LLC11+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $86,873 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $77,729 |
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 | 9.40% | 10.50%-1.1pp | 9.65%-0.3pp | 9.22%+0.2pp |
| Employer contribution / active EE | $11,117 | $14,720-24.5% | $26,259-57.7% | $13,567-18.1% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |