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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $239,982 |
LOCAL 68 ENG UNION WELFARE FD10+ years Filed as: LOCAL 68 ENG UNION WELFARE FUND Service code 13 · EIN 22-1550500 | Contract Administrator | $145,753 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $140,000 |
Service code 28 · EIN 13-3257590 | Investment Management | $123,782 |
LOCAL 68 ENG UNION EDUCATION FD10+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $115,243 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $102,694 |
COMERICA BANK9 years Service code 19 · EIN 42-1741646 | Securities Custodian | $52,952 |
WEDGE CAPITAL MANAGEMENT8 years Filed as: WEDGE CAPITAL MGMT LLP Service code 28 · EIN 56-1557450 | Investment Management | $45,371 |
Service code 15 3000 S. LENOLA RD · MAPLE SHADE, NJ 08052 | Recordkeeping | $38,179 |
SUMMIT FINANCIAL CORPORATION6 years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 720 EAST MAIN ST. · MOORESTOWN, NJ 08057 | Actuarial | $35,250 |
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 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 8.52% | 9.22%-0.7pp | 13.01%-4.5pp | 9.22%-0.7pp |
| Employer contribution / active EE | $14,309 | $13,567+5.5% | $35,911-60.2% | $13,567+5.5% |
| Participant deferral / active EE | $0 | $575-100.0% | $91-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |