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 |
|---|---|---|
RI LABORERS HEALTH FUND5+ years Service code 99 · EIN 05-6010637 | Other Fees | $51,217 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT Service code 27 · EIN 26-3368395 | Advisory (Plan) | $48,873 |
CITIZENS BANK2 years Service code 19 · EIN 20-2635739 | Securities Custodian | $46,933 |
ULLICO1 year Filed as: UNION LABOR LIFE INSURANCE COM Service code 27 · EIN 13-1423090 | Advisory (Plan) | $46,933 |
THE SEGAL COMPANY3 years Filed as: SEGALMARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,375 |
ADMINISTRATION SERVICES INC.5+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 13 · EIN 05-0345198 | Contract Administrator | $36,000 |
SMITH GRAHAM5+ years Filed as: SMITH GRAHAM & COMPANY Service code 27 · EIN 76-0301817 | Advisory (Plan) | $30,602 |
CORRENTE LAW OFFICE5+ years Service code 29 · EIN 06-1484539 | Legal | $18,000 |
STATE STREET GLOBAL ADVISORS5+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $16,237 |
WARD FISHER & COMPANY5+ years Service code 10 · EIN 05-6016572 | Accounting | $15,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,396 | $78,226-73.9% | $92,893-78.0% | $82,204-75.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 15.68% | 19.33%-3.7pp | 109.41%-93.7pp | 26.31%-10.6pp |
| Employer contribution / active EE | $2,215 | $3,911-43.4% | $3,653-39.4% | $2,707-18.2% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,236-100.0% | $4,246-100.0% |
| Admin fee / account holder | $44 | $119-63.0% | $5,794-99.2% | $76-41.7% |