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 FUND2 years Service code 13 · EIN 13-5549593 | Contract Administrator | $61,335 |
CHEIRON6 years Filed as: CHERION, INC. Service code 11 · EIN 13-4215617 | Actuarial | $61,187 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $28,311 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $28,100 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $22,500 |
CARY KANE LLP9+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $14,807 |
PBI1 year Filed as: PBI RESEARCH SERVICES Service code 49 333 SOUTH 7TH STREET, SUITE 2400 · MINNEAPOLIS, MN 55402 | Other Services | $7,152 |
Filed as: BRIDGEWAY TECHNOLOGIES Service code 15 · EIN 23-2180279 | Recordkeeping | $5,345 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.52% | 11.08%+0.4pp | 8.09%+3.4pp | 8.76%+2.8pp |
| Employer contribution / active EE | $3,381 | $13,876-75.6% | $28,732-88.2% | $16,627-79.7% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |