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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $359,691 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $241,190 |
NATIONAL INVESTMENT SERVICES6 years Service code 28 · EIN 84-3937993 | Investment Management | $224,688 |
MARQUETTE ASSOCIATES8 years Filed as: MARQUETTE ASSOCIATES INC. Service code 17 · EIN 36-3485298 | Pension Consulting | $165,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN INVESTMENT MGMNT Service code 28 277 PARK AVENUE · NEW YORK, NY 10012 | Investment Management | $164,239 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADV. TRUST CO. Service code 19 · EIN 81-4017137 | Securities Custodian | $158,844 |
ACADIAN ASSET MANAGEMENT LLC6 years Service code 28 · EIN 04-2929221 | Investment Management | $150,340 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $145,058 |
PATRICK MCCULLOUGH6 years Filed as: PATRICK LUDVIGSEN Service code 14 · EIN 51-6126221 | Plan Administrator | $121,828 |
Filed as: PATRICIA ZIEGLER Service code 30 · EIN 51-6126221 | Employee (plan) | $114,606 |
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 | 10.75% | 10.50%+0.2pp | 9.65%+1.1pp | 9.22%+1.5pp |
| Employer contribution / active EE | $14,318 | $14,720-2.7% | $26,259-45.5% | $13,567+5.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |