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: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $345,146 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $190,948 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $165,000 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $158,224 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $139,830 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $120,476 |
Filed as: PATRICIA ZIEGLER Service code 30 · EIN 51-6126221 | Employee (plan) | $98,290 |
PATRICK MCCULLOUGH1 year Filed as: PATRICK LUDVIGSEN Service code 14 · EIN 51-6126221 | Plan Administrator | $97,545 |
DONNA MAGGIOLINO5+ years Filed as: DONNA PARZYNSKI Service code 30 · EIN 51-6126221 | Employee (plan) | $79,075 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $78,959 |
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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 2.83% | 6.82%-4.0pp | 8.01%-5.2pp | 12.86%-10.0pp |
| Employer contribution / active EE | $12,424 | $12,695-2.1% | $29,475-57.8% | $13,687-9.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |