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 | $1,133,516 |
Filed as: JPMORGAN INVESTMENT MANAGEMENT, INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $814,093 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $763,122 |
Service code 28 · EIN 20-2830751 | Investment Management | $284,998 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $284,050 |
Service code 28 · EIN 95-3703295 | Investment Management | $239,497 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $224,536 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $198,460 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $190,000 |
Service code 28 · EIN 91-1042342 | Investment Management | $141,423 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 8.90% | 7.95%+1.0pp | 20.18%-11.3pp | 9.11%-0.2pp |
| Employer contribution / active EE | $25,034 | $14,684+70.5% | $29,108-14.0% | $12,231+104.7% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |