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 |
|---|---|---|
ULLICO10+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $985,251 |
IBEW NECA10+ years Service code 13 · EIN 36-3761128 | Contract Administrator | $522,700 |
ULLICO10+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $353,429 |
IFM INVESTORS PTY LTD6 years Service code 28 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $272,228 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 20-0005644 | Investment Management | $247,611 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $247,540 |
Service code 28 · EIN 20-0292745 | Investment Management | $245,364 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 50 · EIN 52-1796473 | Direct Payment | $233,507 |
KERBER, ECK & BRAECKEL LLP10+ years Service code 10 · EIN 43-0352985 | Accounting | $124,744 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $121,923 |
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 | 7.71% | 9.57%-1.9pp | 9.65%-1.9pp | 9.57%-1.9pp |
| Employer contribution / active EE | $12,084 | $9,429+28.2% | $26,259-54.0% | $9,429+28.2% |
| Participant deferral / active EE | $0 | $408-100.0% | $145-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |