See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES6+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $2,022,000 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,171,088 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2755549 | Investment Management | $880,129 |
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $634,162 |
BAILLIE GIFFORD OVERSEAS LTD3 years Filed as: BAILLIE GIFFORD OVERSEAS LTD. Service code 28 · EIN 22-3438530 | Investment Management | $534,805 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $523,362 |
EARNEST PARTNERS, LLC4 years Service code 28 · EIN 58-2386669 | Investment Management | $418,773 |
GLOBAL TRUST COMPANY5 years Service code 28 · EIN 26-3761443 | Investment Management | $415,531 |
NEUBERGER BERMAN6+ years Service code 28 · EIN 02-0654486 | Investment Management | $367,406 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 22.34% | 19.39%+2.9pp | 11.08%+11.3pp | 19.39%+2.9pp |
| Employer contribution / active EE | $14,958 | $8,446+77.1% | $28,409-47.3% | $8,446+77.1% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |