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 FUND8+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $172,981 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $101,939 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, LLP Service code 10 · EIN 47-0900880 | Accounting | $56,277 |
BENESYS, INC.5 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2180279 | Recordkeeping | $42,701 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $40,000 |
Filed as: FIRST ACTUARIAL CONSULTING, LLC Service code 11 · EIN 26-3842522 | Actuarial | $38,938 |
CARY KANE LLP1 year Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $31,316 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $30,813 |
ADP BROKER-DEALER8+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $29,061 |
PACIFIC INCOME ADVISORS8+ years Service code 28 · EIN 22-3283186 | Investment Management | $13,681 |
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.
Annual investment return 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 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | -9.21% | 7.31%-16.5pp | 8.55%-17.8pp | 37.74%-47.0pp |
| Employer contribution / active EE | $3,880 | $9,805-60.4% | $37,109-89.5% | $15,781-75.4% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |