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 |
|---|---|---|
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $609,306 |
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $438,373 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 16 · EIN 58-2432390 | Consulting | $267,500 |
Service code 28 · EIN 13-3257590 | Investment Management | $190,695 |
WEDGE CAPITAL MANAGEMENT8 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $177,311 |
LOCAL 68 ENG UNION WELFARE FD10+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $166,090 |
LOCAL 68 ENG UNION EDUCATION FD10+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $131,324 |
COMERICA BANK9 years Service code 19 · EIN 42-1741646 | Securities Custodian | $87,860 |
Service code 15 3000 S. LENOLA RD · MAPLE SHADE, NJ 08052 | Recordkeeping | $39,060 |
NORTHERN TRUST COMPANY8 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $38,669 |
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 | $138,103 | $117,739+17.3% | $88,946+55.3% | $117,739+17.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 68.8%+31.2pp | 76.6%+23.4pp |
| Annual return | 7.89% | 17.29%-9.4pp | 57.82%-49.9pp | 17.29%-9.4pp |
| Employer contribution / active EE | $6,884 | $3,746+83.8% | $2,555+169.4% | $3,746+83.8% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $4,581-100.0% | $6,128-100.0% |
| Admin fee / account holder | $321 | $112+187.3% | $8,261-96.1% | $112+187.3% |