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 |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $309,676 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $226,671 |
Service code 28 · EIN 22-3361201 | Investment Management | $218,118 |
THE SEGAL COMPANY10+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $159,580 |
AMALGAMATED BANK10+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $132,648 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $131,819 |
Filed as: PARAMETRIC DEFENSIVE EQUITY FUND LL Service code 28 · EIN 45-2531297 | Investment Management | $128,008 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $117,803 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 1 FINANCIAL CTR · BOSTON, MA 02111 | Investment Mgmt Fees | $110,995 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 180 N. LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $110,126 |
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 | 13.38% | 10.50%+2.9pp | 9.65%+3.7pp | 9.22%+4.2pp |
| Employer contribution / active EE | $18,609 | $14,720+26.4% | $26,259-29.1% | $13,567+37.2% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |