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 40110+ years Service code 14 · EIN 23-0724500 | Plan Administrator | $214,621 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-2740599 | Investment Management | $158,887 |
ATALANTA SOSNOFF8 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $121,699 |
Service code 28 · EIN 35-7161136 | Investment Management | $121,634 |
LOOMIS SAYLES10+ years Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $85,982 |
EATON VANCE5 years Service code 28 · EIN 04-2718215 | Investment Management | $82,502 |
PNC BANK, N.A.10+ years Service code 28 · EIN 22-1146430 | Investment Management | $35,069 |
CLEARY, JOSEM & TRIGIANI LLP7 years Filed as: CLEARY, JOSEM & TRIGIANI Service code 29 · EIN 23-2657967 | Legal | $24,560 |
LAZARD ASSET MANAGEMENT6 years Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $22,929 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $20,005 |
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 | $74,892 | $82,917-9.7% | $103,333-27.5% | $77,643-3.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.47% | 19.13%-8.7pp | 24.88%-14.4pp | 31.24%-20.8pp |
| Employer contribution / active EE | $13,723 | $3,552+286.4% | $3,868+254.8% | $2,726+403.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $503 | $638-21.2% | $8,355-94.0% | $430+16.8% |