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 |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $269,191 |
WILSON-MCSHANE CORPORATION2+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $236,352 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST INVESTMENTS, N.A. Service code 28 · EIN 36-2723087 | Investment Management | $165,165 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $154,823 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $146,310 |
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $115,000 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $76,896 |
Filed as: LONGFELLOW INVESTMENT COMPANY Service code 28 · EIN 04-2933956 | Investment Management | $75,940 |
UNION BANK & TRUST COMPANY2+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $63,574 |
WHITESTAR ADVISORS, LLC2+ years Filed as: WHITESTAR Service code 28 · EIN 03-0496641 | Investment Management | $45,901 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 4.81% | 3.63%+1.2pp | 4.16%+0.7pp | 9.19%-4.4pp |
| Employer contribution / active EE | $14,574 | $11,363+28.3% | $29,966-51.4% | $12,608+15.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |