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 TRUSTEES9+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $2,352,000 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,381,139 |
NATIONAL INVESTMENT SERVICES7 years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $673,835 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2755549 | Investment Management | $647,649 |
Filed as: 50 SOUTH CAPITAL Service code 28 · EIN 36-4804094 | Investment Management | $646,982 |
PIMCO FUNDS7 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $598,321 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $570,395 |
BAILLIE GIFFORD OVERSEAS LTD6 years Filed as: BAILLIE GIFFORD OVERSEAS LTD. Service code 28 · EIN 22-3438530 | Investment Management | $542,114 |
EARNEST PARTNERS, LLC7 years Service code 28 · EIN 58-2386669 | Investment Management | $432,517 |
NEUBERGER BERMAN9+ years Service code 28 · EIN 02-0654486 | Investment Management | $383,161 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.17% | 8.48%-0.3pp | 8.09%+0.1pp | 8.48%-0.3pp |
| Employer contribution / active EE | $18,480 | $9,949+85.8% | $28,732-35.7% | $9,949+85.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $7-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |