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 |
|---|---|---|
UNITED TEAMSTER FUND11+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $116,596 |
NEW ENGLAND PENSION CONSULTANTS11+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $75,000 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $54,600 |
O'SULLIVAN ASSOCIATES3 years Service code 11 · EIN 20-8199367 | Actuarial | $53,563 |
BOSTON TRUST WALDEN COMPANY7 years Service code 28 · EIN 04-2273811 | Investment Management | $48,740 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $42,243 |
ADP BROKER-DEALER11+ years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $29,589 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $26,813 |
CARY KANE LLP3 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $25,315 |
Service code 28 · EIN 20-0292745 | Investment Management | $24,102 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 7.95% | 10.71%-2.8pp | 12.57%-4.6pp | 10.71%-2.8pp |
| Employer contribution / active EE | $1,489 | $14,986-90.1% | $23,666-93.7% | $14,986-90.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $13-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |