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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $3,381,035 |
DODGE & COX10+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $2,580,752 |
ILWU-PMA BENEFIT PLANS2 years Filed as: ILWU-PMA BENEFIT PLANS (SALARIES) Service code 12 · EIN 94-6068578 | Recordkeeping and information managem... | $2,301,766 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $1,539,063 |
PGIM INVESTMENTS2 years Filed as: FIXED INCOME FINANCE PGIM, INC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $1,423,614 |
LOOMIS SAYLES7 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $1,409,277 |
Service code 51 · EIN 85-0584508 | Investment Mgmt Fees | $1,354,101 |
Filed as: PRUDENTIAL PRISA II Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $1,341,050 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $1,087,189 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $783,994 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 11.98% | 9.57%+2.4pp | 16.77%-4.8pp | 9.57%+2.4pp |
| Employer contribution / active EE | $26,518 | $8,891+198.3% | $28,306-6.3% | $8,891+198.3% |
| Participant deferral / active EE | $0 | $333-100.0% | $40-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |