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 |
|---|---|---|
Service code 13 · EIN 68-0315768 | Contract Administrator | $799,293 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $783,611 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL Service code 28 · EIN 20-2830751 | Investment Management | $250,387 |
Filed as: TCW METROPOLITAN WEST ASSET MGMT. Service code 28 · EIN 95-4597302 | Investment Management | $198,790 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $122,785 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-2544634 | Investment Management | $118,525 |
KAUFMANN & GOBLE2+ years Service code 11 · EIN 94-2614826 | Actuarial | $108,000 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $107,095 |
VERUS2+ years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $99,965 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $46,925 |
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% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 6.65% | 3.63%+3.0pp | 4.16%+2.5pp | 9.19%-2.5pp |
| Employer contribution / active EE | $20,336 | $11,363+79.0% | $29,966-32.1% | $12,608+61.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |