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 |
|---|---|---|
IRON WORKERS LOCAL 4015+ years Service code 14 · EIN 23-0724500 | Plan Administrator | $150,541 |
LOOMIS SAYLES5+ years Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $126,698 |
Filed as: TCW INVESTMENT MANAGEMENT CO. Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $126,169 |
ATALANTA SOSNOFF3 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $120,841 |
Service code 28 · EIN 35-7161136 | Investment Management | $93,500 |
LAZARD ASSET MANAGEMENT1 year Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $35,545 |
PNC BANK, N.A.5+ years Service code 28 · EIN 22-1146430 | Investment Management | $32,842 |
FISCHER DORWART, P.C.5+ years Service code 10 · EIN 23-2247478 | Accounting | $26,723 |
CLEARY, JOSEM & TRIGIANI LLP2 years Filed as: CLEARY, JOSEM & TRIGIANI Service code 29 · EIN 23-2657967 | Legal | $18,602 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $88,515-100.0% | $162,163-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 86.8%-86.8pp | 87.6%-87.6pp | 71.3%-71.3pp |
| Annual return | 16.56% | 27.04%-10.5pp | 115.59%-99.0pp | 378.56%-362.0pp |
| Employer contribution / active EE | $9,413 | $3,563+164.2% | $5,614+67.7% | $2,148+338.3% |
| Participant deferral / active EE | $13 | $5,724-99.8% | $7,298-99.8% | $3,539-99.6% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |