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 |
|---|---|---|
Filed as: EMPLOYERS - ILA N.C. PORTS WELFARE Service code 10 · EIN 58-2126333 PO BOX 1116 · WILMINGTON, NC 284021116 | Accounting | $228,298 |
USI CONSULTING GROUP4 years Filed as: USI Service code 11 · EIN 34-1213174 1001 LAKESIDE AVE., SUITE 1200 · CLEVELAND, OH 44114 | Actuarial | $82,219 |
XPONANCE, INC.6 years Filed as: XPONANCE, INC. (PIEDMONT INV ADV) Service code 27 · EIN 20-2103144 1845 WALNUT ST., ST 800 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $70,138 |
Filed as: ALEX BROWN/ RAYMOND JAMES & ASSOC. Service code 27 · EIN 59-1237041 100 NORTH MAIN ST, STE 204 · WINSTON-SALEM, NC 27101 | Advisory (Plan) | $58,959 |
WELLS FARGO BANK, N.A.4 years Filed as: PRINCIPAL, PREVIOUSLY WELLS FARGO Service code 15 · EIN 94-1347393 550 S 4TH ST. · MINNEAPOLIS, MN 55415 | Recordkeeping | $46,013 |
MURCHISON, TAYLOR AND GIBSON, PLLC10+ years Service code 17 · EIN 56-0616657 16 NORTH 5TH AVENUE · WILMINGTON, NC 28401 | Pension Consulting | $41,538 |
TJS DEEMER DANA LLP4 years Filed as: SYMPHONA LLP Service code 10 · EIN 58-2663273 118 PARK OF COMMERCE DR · SAVANNAH, GA 31405 | Accounting | $34,500 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080384 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $17,421 |
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.
Employer contribution per participant 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 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 9.12% | 9.27%-0.1pp | 37.43%-28.3pp | 10.71%-1.6pp |
| Employer contribution / active EE | $9,447 | $14,139-33.2% | $38,058-75.2% | $14,986-37.0% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |