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 |
|---|---|---|
IUOE LOCAL 138 APPRENTICE FUND10+ years Service code 49 · EIN 11-2000172 | Other Services | $477,344 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $414,873 |
EATON VANCE10+ years Service code 28 · EIN 04-3101341 | Investment Management | $392,922 |
IUOE LOCAL 138 WELFARE FUND10+ years Service code 49 · EIN 11-1628170 | Other Services | $383,991 |
IUOE LOCAL 138, 138A, 138B, 138C10+ years Service code 49 · EIN 11-0908470 | Other Services | $382,618 |
TOCQUEVILLE ASSET MANAGEMENT10+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $244,264 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $239,392 |
BLACKROCK10+ years Service code 28 · EIN 20-5319476 | Investment Management | $221,320 |
Filed as: JOHN HANCOCK Service code 19 · EIN 01-0233346 | Securities Custodian | $104,116 |
138 BOULEVARD CORPORATION10+ years Filed as: 138 BOULEVARD BUILDING CORP Service code 49 · EIN 11-6010819 | Other Services | $91,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,915 | $160,882-13.7% | $200,582-30.7% | $102,872+35.0% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 8.01% | 18.15%-10.1pp | 42.33%-34.3pp | 19.06%-11.1pp |
| Employer contribution / active EE | $20,126 | $5,602+259.2% | $6,419+213.5% | $3,526+470.7% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $1,115 | $125+793.8% | $16,305-93.2% | $292+281.7% |