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 |
|---|---|---|
WELFARE & PENSION ADMIN SERVICE INC11+ years Service code 10 · EIN 91-1363171 | Accounting | $1,007,395 |
THE BANK OF NEW YORK MELLON11+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $512,966 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $381,031 |
Service code 28 · EIN 84-3937993 | Investment Management | $250,049 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $244,902 |
NEPC, LLC10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $235,319 |
MILLIMAN, INC.11+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $220,148 |
Service code 28 · EIN 77-0014310 | Investment Management | $219,618 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $218,614 |
Filed as: PARAMETRIC PORFOLIO ASSOCIATES LLC Service code 28 · EIN 20-0292745 | Investment Management | $188,967 |
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 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 7.70% | 10.71%-3.0pp | 9.49%-1.8pp | 10.71%-3.0pp |
| Employer contribution / active EE | $26,062 | $14,986+73.9% | $29,215-10.8% | $14,986+73.9% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $359-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |