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 |
|---|---|---|
Filed as: LABOR TRUST SERVICES INC Service code 13 · EIN 92-0134242 | Contract Administrator | $184,644 |
MEKETA INVESTMENT GROUP3+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $145,000 |
Filed as: JP MORGAN CHASE & CO Service code 24 · EIN 13-4994650 | Discretionary Trustee | $94,611 |
RAEL & LETSON3+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $74,600 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $60,471 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN AGENCY Service code 23 1166 6TH AVE · NEW YORK, NY 10036 | Insurance services; Direct payment fr... | $40,822 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1806445 | Securities Custodian | $27,339 |
ANASTASI, MOORE & MARTIN, PLLC3+ years Filed as: ANASTASI, MOORE, & MARTIN, PLLC Service code 10 · EIN 20-8149084 | Accounting | $24,201 |
JERMAIN, DUNNAGAN & OWENS, PC3+ years Filed as: JERMAIN DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0116216 | Legal | $23,474 |
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 10 · EIN 91-1363171 | Accounting | $19,322 |
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.
Employer 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 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 14.22% | 17.84%-3.6pp | 10.65%+3.6pp | 17.84%-3.6pp |
| Employer contribution / active EE | $2,227 | $14,688-84.8% | $30,880-92.8% | $14,688-84.8% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |