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 |
|---|---|---|
ARNOLD & KADJAN10+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $601,711 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $489,008 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $473,826 |
Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $407,312 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $299,938 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $298,111 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $230,462 |
CHEIRON5 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $229,777 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 30-0872552 | Investment Management | $214,871 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $202,692 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | 6.21% | 10.50%-4.3pp | 9.65%-3.4pp | 9.22%-3.0pp |
| Employer contribution / active EE | $19,871 | $14,720+35.0% | $26,259-24.3% | $13,567+46.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |