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 |
|---|---|---|
IFM INVESTORS PTY LTD5 years Filed as: IFM GLOBAL INFRASTRUCTURE Service code 28 · EIN 98-1032513 114 WEST 47TH STREET 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $98,986 |
IRONWORKERS EMPLOYEE BENEFIT CORP.10+ years Filed as: IRONWORKERS EMPLOYEES BENEFIT CORP Service code 13 · EIN 95-3084599 131 N EL MOLINO AVENUE SUITE 330 · PASADENA, CA 91101 | Contract Administrator | $89,000 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 PO BOX 104019 · PASADENA, CA 91189 | Actuarial | $82,546 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $76,000 |
THE BANK OF NEW YORK MELLON4 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 PO BOX 70870 · ST PAUL, MN 55170 | Securities Custodian | $73,060 |
SALTZMAN & JOHNSON10+ years Service code 29 · EIN 94-2376174 7 W 41ST AVENUE SUITE 410 · SAN MATEO, CA 94403 | Legal | $43,119 |
DWS FUNDS2 years Filed as: RREEF AMERICAN II REIT Service code 28 · EIN 20-2922346 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $31,091 |
WHITE OAK SUMMIT FUND LP4 years Service code 28 · EIN 38-3932668 3 EMBARCADERO STR STE 500 · SAN FRANCISCO, CA 94111 | Investment Management | $24,022 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE NA Service code 28 · EIN 13-4994650 270 PARK AVE 31ST FLOOR · NEW YORK, NY 10017 | Investment Management | $17,187 |
Service code 10 · EIN 46-1559312 876 N MOUNTAIN AVENUE STE 105 · UPLAND, CA 91786 | Accounting | $16,000 |
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 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.5%-13.5pp | 0.0%0pp |
| Annual return | 10.30% | 7.09%+3.2pp | 64.50%-54.2pp | 10.77%-0.5pp |
| Employer contribution / active EE | $6,106 | $8,768-30.4% | $23,990-74.5% | $15,292-60.1% |
| Participant deferral / active EE | $0 | $780-100.0% | $287-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |