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 |
|---|---|---|
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 12 · EIN 94-3112180 | Direct payment from the plan; Investm... | $164,370 |
ULLICO9+ years Filed as: ULLICO/TRUST FUND ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $161,454 |
WILSON-MCSHANE CORPORATION6 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $99,303 |
Service code 29 · EIN 43-1174269 | Legal | $74,088 |
Filed as: PRUDENTIAL TRUST Service code 28 · EIN 22-1211670 | Investment Management | $55,185 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $49,377 |
CONSTRUCTION BENEFITS AUDIT CORP9+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $48,222 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 28 277 PARK AVE, 35TH FLOOR · NEW YORK, NY 10172 | Investment Management | $47,098 |
ULLICO5 years Filed as: ULLICO INFRASTRUCURE TAX EXEMPT FUN Service code 28 · EIN 90-0622302 | Investment Management | $46,068 |
Filed as: BOYD WATTERSON Service code 28 1301 E. 9TH ST., SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $42,238 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.99% | 11.08%+1.9pp | 8.09%+4.9pp | 8.76%+4.2pp |
| Employer contribution / active EE | $9,951 | $13,876-28.3% | $28,732-65.4% | $16,627-40.2% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |