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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: IIF ERISA HEDGED LP Service code 28 · EIN 83-2270817 | Investment Management | $714,581 |
WILSON-MCSHANE CORPORATION11+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $298,641 |
MEKETA INVESTMENT GROUP11+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $266,239 |
Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 28 · EIN 13-5673135 | Investment Management | $260,926 |
WELLINGTON TRUST COMPANY6 years Service code 19 · EIN 04-2755549 | Securities Custodian | $220,116 |
ASB CAPITAL MANAGEMENT7 years Service code 28 · EIN 80-0618452 | Investment Management | $150,540 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $121,801 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $78,686 |
JP MORGAN INVESTMENT MANAGEMENT INC11+ years Filed as: LONGFELLOW INVESTMENT COMPANY Service code 28 · EIN 04-2933956 | Investment Management | $75,995 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $59,959 |
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 | 18.18% | 10.50%+7.7pp | 9.65%+8.5pp | 9.22%+9.0pp |
| Employer contribution / active EE | $15,569 | $14,720+5.8% | $26,259-40.7% | $13,567+14.8% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |