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 |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-3200244 | Investment Management | $309,407 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $305,957 |
LOOMIS SAYLES11+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $163,128 |
Service code 28 · EIN 04-2895544 | Investment Management | $128,686 |
Filed as: MIDWEST INSTITUTIONAL TRUST CO Service code 19 · EIN 93-1799133 | Securities Custodian | $119,559 |
LSV ASSET MANAGEMENT6 years Service code 28 · EIN 23-2772200 | Investment Management | $114,853 |
HORIZON ACTUARIAL SERVICES, LLC11+ years Service code 11 · EIN 26-1370698 | Actuarial | $114,379 |
JOHNSON & KROL, LLC7 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $111,073 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $109,697 |
MARQUETTE ASSOCIATES7 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $85,000 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 12.03% | 10.50%+1.5pp | 9.65%+2.4pp | 9.22%+2.8pp |
| Employer contribution / active EE | $27,750 | $14,720+88.5% | $26,259+5.7% | $13,567+104.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |