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 |
|---|---|---|
MTDC WELFARE FUND2 years Service code 49 · EIN 13-5537605 | Other Services | $2,957,198 |
INVESCO10+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $362,644 |
Filed as: WESTERN ASSET MGMT. CO, LLC Service code 28 · EIN 95-2705767 | Investment Management | $259,751 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $218,265 |
POLEN CAPITAL8 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $152,565 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $119,954 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $98,915 |
JANUS HENDERSON1 year Filed as: JANUS HENDERSON INVESTORS US LLC Service code 28 · EIN 75-3019302 | Investment Management | $97,203 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $86,040 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $83,221 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,448 | $63,356-17.2% | $103,333-49.2% | $106,382-50.7% |
| Participation rate | 82.0% | 84.3%-2.2pp | 74.5%+7.5pp | 69.9%+12.2pp |
| Annual return | 6.48% | 14.77%-8.3pp | 24.88%-18.4pp | 17.37%-10.9pp |
| Employer contribution / active EE | $8,087 | $4,310+87.6% | $3,868+109.1% | $3,364+140.4% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $269 | $110+144.3% | $8,355-96.8% | $79+239.8% |