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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 111 NORTH CANAL STREET · CHICAGO, IL 60606 | Investment Management | $308,854 |
BOSTON PARTNERS10+ years Service code 28 · EIN 98-0202744 909 3RD AVENUE - FLOOR 32 · NEW YORK, NY 100224751 | Investment Management | $234,818 |
NEWTOWER TRUST COMPANY6 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $232,416 |
MANNING & NAPIER10+ years Service code 28 · EIN 16-0095736 6099 RIVERSIDE DRIVE · DUBLIN, OH 43017 | Investment Management | $199,818 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $188,086 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 277 PARK AVENUE, 2ND FLOOR · NEW YORK, NY 10172 | Investment Management | $140,638 |
UNITED NATIONAL BANK10+ years Service code 19 · EIN 55-0249860 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25322 | Securities Custodian | $138,862 |
Filed as: ADAMS STREET PARTNERS, LLC Service code 28 · EIN 36-4395178 ONE NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $115,018 |
STEEL OAKS10+ years Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $108,162 |
BLACKSTONE2 years Filed as: BLACKSTONE PARTNERS Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $106,220 |
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.
Annual investment return 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 | 3.71% | 10.50%-6.8pp | 9.65%-5.9pp | 9.22%-5.5pp |
| Employer contribution / active EE | $12,529 | $14,720-14.9% | $26,259-52.3% | $13,567-7.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |