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 4019+ years Service code 14 · EIN 23-0724500 | Plan Administrator | $199,525 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-2740599 | Investment Management | $163,879 |
Service code 28 · EIN 35-7161136 | Investment Management | $121,560 |
ATALANTA SOSNOFF7 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $110,640 |
EATON VANCE4 years Service code 28 · EIN 04-2718215 | Investment Management | $77,896 |
LOOMIS SAYLES9+ years Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $69,689 |
PNC BANK, N.A.9+ years Service code 28 · EIN 22-1146430 | Investment Management | $30,976 |
LAZARD ASSET MANAGEMENT5 years Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $21,096 |
FISCHER DORWART, P.C.9+ years Service code 10 · EIN 23-2247478 | Accounting | $19,000 |
CLEARY, JOSEM & TRIGIANI LLP6 years Filed as: CLEARY, JOSEM & TRIGIANI Service code 29 · EIN 23-2657967 | Legal | $10,840 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,720 | $92,971-35.8% | $96,683-38.2% | $74,419-19.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 11.57% | 37.49%-25.9pp | 35.69%-24.1pp | 34.38%-22.8pp |
| Employer contribution / active EE | $9,174 | $3,426+167.8% | $3,737+145.5% | $2,637+247.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $404 | $633-36.1% | $6,730-94.0% | $348+16.2% |