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 |
|---|---|---|
JOINT BOARD OF TRUSTEES FOR IW L56811+ years Filed as: JOINT BOARD OF TRUSTEES OF IW L568 Service code 15 · EIN 52-6112461 119 SOUTH CENTRE ST · CUMBERLAND, MD 21502 | Recordkeeping | $97,528 |
BOLTON PARTNERS, INC.11+ years Service code 11 · EIN 52-1231144 1 W PENNSYLVANIA AVE. · TOWSON, MD 21204 | Actuarial | $81,236 |
BATOFF ASSOCIATES, P.A.11+ years Service code 29 · EIN 52-1667847 909 SAINT PAUL ST. · BALTIMORE, MD 21202 | Legal | $47,932 |
TURNBULL, HOOVER, & KAHL, P.A.11+ years Filed as: TURNBULL, HOOVER & KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $43,290 |
90 DEGREE BENEFITS1 year Service code 13 · EIN 39-1277023 6345 FRANK DRIVE, STE 400 · HARRISBURG, PA 17112 | Contract Administrator | $43,200 |
STANDARD VALUATIONS11+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $36,575 |
Service code 15 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping | $19,182 |
MANNING & NAPIER9 years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $16,108 |
JPMORGAN INVEST HOLDINGS LLC11+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $6,861 |
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.
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 | $36,224-100.0% | $181,048-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 2.1%-2.1pp |
| Annual return | 9.98% | 12.82%-2.8pp | 9.65%+0.3pp | 9.14%+0.8pp |
| Employer contribution / active EE | $17,933 | $13,831+29.7% | $26,259-31.7% | $19,963-10.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $749-100.0% | $200-100.0% |