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 |
|---|---|---|
U.A. LOCAL 342 JOINT MGMT COOP COM10+ years Service code 13 · EIN 68-0315768 | Contract Administrator | $1,066,724 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $833,902 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN INVESTMENT MANAGEMENT, INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $608,650 |
Service code 28 · EIN 20-2830751 | Investment Management | $384,571 |
Service code 28 · EIN 95-3703295 | Investment Management | $321,578 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $310,979 |
EAGLE CAPITAL MANAGEMENT, LLC10+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $216,089 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $200,000 |
Service code 28 · EIN 91-1042342 | Investment Management | $148,887 |
Filed as: NORTHWEST PLAN SERVICES Service code 11 · EIN 91-2090931 | Actuarial | $131,100 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.48% | 10.33%-1.9pp | 8.09%+0.4pp | 9.30%-0.8pp |
| Employer contribution / active EE | $24,221 | $14,972+61.8% | $28,732-15.7% | $12,557+92.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |