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 |
|---|---|---|
LIUNA NATIONAL 401K2 years Filed as: LIUNA STAFF AND AFFILIATES PENSION Service code 13 · EIN 52-0743575 905 - 16TH STREET, NW · WASHINGTON, DC 20006 | Contract Administrator | $4,255,927 |
LOOMIS SAYLES11+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $636,323 |
INTECH INVESTMENT MANAGEMENT LLC11+ years Filed as: JANUS CAPITAL MANAGEMENT INC Service code 28 · EIN 75-3019302 | Investment Management | $557,593 |
LSV ASSET MANAGEMENT11+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $408,196 |
THE LAW OFFICES OF JAMES S. RAY11+ years Service code 29 · EIN 13-4315411 | Legal | $393,313 |
THE BANK OF NEW YORK MELLON11+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $344,881 |
GLOBEFLEX INTERNATIONAL2 years Service code 28 · EIN 20-5826373 | Investment Management | $316,672 |
SOUTHERN SUN ASSET MANAGEMENT11+ years Service code 28 · EIN 27-2990431 | Investment Management | $315,184 |
THE SEGAL COMPANY7 years Service code 11 · EIN 13-1835864 | Actuarial | $269,687 |
LSV ASSET MANAGEMENT11+ years Service code 28 · EIN 23-2772200 | Investment Management | $242,654 |
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.
Participant 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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.62% | 9.57%+2.0pp | 9.65%+2.0pp | 9.57%+2.0pp |
| Employer contribution / active EE | $4,478 | $8,891-49.6% | $26,259-82.9% | $8,891-49.6% |
| Participant deferral / active EE | $1 | $333-99.8% | $145-99.5% | $333-99.8% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |