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 |
|---|---|---|
LOCAL 1102 RWDSU6 years Filed as: LOCAL 813 PENSION TRUST FUND Service code 14 · EIN 13-1975659 | Plan Administrator | $1,149,042 |
Filed as: BOYD WATTERSON ASSET MGMT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $626,157 |
COHEN & STEERS10+ years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $494,339 |
PROSKAUER ROSE LLP2 years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $370,125 |
Service code 28 · EIN 13-4194623 | Investment Management | $322,916 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $270,231 |
GOLDMAN SACHS5 years Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $241,566 |
THE BANK OF NEW YORK MELLON6 years Service code 15 · EIN 13-5160382 | Recordkeeping | $170,926 |
HARDING LOEVNER LP9 years Service code 28 · EIN 27-0684167 | Investment Management | $158,035 |
POLEN CAPITAL6 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $140,614 |
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.
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 5.64% | 5.48%+0.2pp | 9.84%-4.2pp | 9.30%-3.7pp |
| Employer contribution / active EE | $4,553 | $9,127-50.1% | $30,320-85.0% | $12,557-63.7% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |