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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $681,092 |
IBEW NECA2+ years Service code 13 · EIN 36-3761128 | Contract Administrator | $661,701 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $462,754 |
AFL-CIO HOUSING INVESTMENT TRUST2+ years Filed as: AFL-CIO BIT Service code 28 · EIN 52-6328901 | Investment Management | $411,300 |
LSV ASSET MANAGEMENT2+ years Service code 28 155 N. UPPER WACKER DR. · CHICAGO, IL 60606 | Investment Management | $210,243 |
Service code 28 · EIN 27-4085435 | Investment Management | $205,271 |
Service code 28 · EIN 20-0292745 | Investment Management | $172,590 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON DEFENSIVE EQUITY FUND Service code 28 · EIN 45-2531297 | Investment Management | $159,207 |
AQR CAPITAL MANAGEMENT LLC2+ years Filed as: AQR GRP EL OFFSHORE FUND LTD Service code 28 · EIN 98-1032119 | Investment Management | $158,238 |
KERBER, ECK & BRAECKEL LLP2+ years Service code 10 · EIN 43-0352985 | Accounting | $118,939 |
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 | 12.00% | 12.33%-0.3pp | 8.32%+3.7pp | 17.84%-5.8pp |
| Employer contribution / active EE | $9,912 | $11,641-14.9% | $30,793-67.8% | $14,688-32.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |