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 TRUSTEES5+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $1,980,000 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $983,108 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2755549 | Investment Management | $659,680 |
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $579,381 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $445,762 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD OVERSEAS LTD. Service code 28 · EIN 22-3438530 | Investment Management | $388,240 |
NEUBERGER BERMAN5+ years Service code 28 · EIN 02-0654486 | Investment Management | $343,649 |
GLOBAL TRUST COMPANY4 years Service code 28 · EIN 26-3761443 | Investment Management | $343,553 |
EARNEST PARTNERS, LLC3 years Service code 28 · EIN 58-2386669 | Investment Management | $318,016 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
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 | 2.32% | 6.00%-3.7pp | 8.01%-5.7pp | 5230.06%-5227.7pp |
| Employer contribution / active EE | $14,729 | $14,010+5.1% | $29,475-50.0% | $10,491+40.4% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |