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 |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES1+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $2,100,000 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $805,357 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2755549 | Investment Management | $565,467 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $480,735 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 28 · EIN 06-1271230 | Investment Management | $373,895 |
BAILLIE GIFFORD OVERSEAS LTD1+ years Filed as: BALLIE GIFFORD Service code 28 · EIN 22-3438530 | Investment Management | $290,937 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $232,477 |
NEUBERGER BERMAN1+ years Service code 28 · EIN 02-0654486 | Investment Management | $226,191 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $65,106 |
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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 0.43% | 5.86%-5.4pp | 4.16%-3.7pp | 5.86%-5.4pp |
| Employer contribution / active EE | $14,258 | $10,137+40.6% | $29,966-52.4% | $10,137+40.6% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |