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 |
|---|---|---|
LABOR TRUST SERVICES, INC.2+ years Filed as: LABOR AND TRUST SERVICES Service code 13 · EIN 92-0134242 | Contract Administrator | $183,376 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE & CO. Service code 27 · EIN 13-4994650 | Advisory (Plan) | $154,706 |
Filed as: PENSION BENEFIT GUARANTEE CORP Service code 49 1200 K STREET NW · WASHINGTON, DC 20005 | Other Services | $153,954 |
MEKETA INVESTMENT GROUP2+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $145,000 |
RAEL & LETSON2+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701400 | Actuarial | $71,950 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 23 1166 6TH AVE · NEW YORK, NY 10036 | Direct payment from the plan; Insuran... | $56,197 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 51-0368279 | Investment Management | $49,351 |
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 14 · EIN 52-6218800 | Plan Administrator | $46,556 |
JERMAIN, DUNNAGAN & OWENS, PC2+ years Filed as: JERMAIN DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0060242 | Legal | $37,144 |
THOMPSON, SIEGEL & WALMSLEY2+ years Filed as: THOMPSON, SIEGEL, AND WALMSLEY, LLC Service code 28 · EIN 54-0854396 | Investment Management | $35,243 |
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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 6.75% | 4.86%+1.9pp | 4.97%+1.8pp | 9.19%-2.4pp |
| Employer contribution / active EE | $1,992 | $7,571-73.7% | $29,721-93.3% | $12,608-84.2% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |