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 COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $263,239 |
WILSON-MCSHANE CORPORATION3+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $233,066 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $196,387 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $169,810 |
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $115,000 |
CONSTITUTION CAPITAL PARTNERS2+ years Service code 28 · EIN 74-3246212 | Investment Management | $95,432 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $84,521 |
Filed as: LONGFELLOW INVESTMENT COMPANY Service code 28 · EIN 04-2933956 | Investment Management | $77,057 |
UNION BANK & TRUST COMPANY3+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $67,086 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST INVESTMENTS, N.A. Service code 28 · EIN 36-2723087 | Investment Management | $60,261 |
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 15.78% | 12.33%+3.5pp | 8.32%+7.5pp | 17.84%-2.1pp |
| Employer contribution / active EE | $15,207 | $11,641+30.6% | $30,793-50.6% | $14,688+3.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |