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 |
|---|---|---|
IBEW NECA5+ years Service code 13 · EIN 36-3761128 | Contract Administrator | $565,233 |
GAMCO ASSET MANAGEMENT3 years Filed as: GAMCO-GABELLI ASSET MANAGEMENT CO Service code 28 ONE CORPORTATE CENTER · RYE, NY 10580 | Investment Management | $564,385 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $438,670 |
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $382,090 |
GOLDMAN SACHS2 years Filed as: ALINDA CAPITAL PARTNERS LLC Service code 28 100 WEST PUTNAM AVE · GREENWICH, CT 06830 | Investment Management | $213,909 |
LSV ASSET MANAGEMENT5+ years Service code 28 155 N. UPPER WACKER DR. · CHICAGO, IL 60606 | Investment Management | $200,023 |
Service code 28 · EIN 20-0292745 | Investment Management | $187,328 |
AQR CAPITAL MANAGEMENT LLC5+ years Filed as: AQR GRP EL OFFSHORE FUND LTD Service code 28 · EIN 98-1032119 | Investment Management | $177,677 |
BASYS2 years Filed as: BASYS INC. Service code 49 · EIN 52-1796473 | Other Services | $162,974 |
ULLICO5+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $150,988 |
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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 1.53% | 6.00%-4.5pp | 8.01%-6.5pp | 5230.06%-5228.5pp |
| Employer contribution / active EE | $10,421 | $14,010-25.6% | $29,475-64.6% | $10,491-0.7% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |