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: BOYD WATTERSON ASSET MGMT. Service code 19 · EIN 34-1922005 | Securities Custodian | $256,546 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $144,861 |
JOHNSTON ASSET MANAGEMENT5+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $16,376 |
STATE STREET GLOBAL ADVISORS5+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $16,170 |
WELLS FARGO BANK, N.A.5+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $15,538 |
THE MCKEOGH COMPANY5+ years Service code 11 · EIN 23-3003375 | Actuarial | $12,376 |
KANG HAGGERTY & FETBROYT2 years Service code 29 · EIN 46-2513534 | Legal | $8,114 |
Service code 10 · EIN 23-2586736 | Accounting | $7,984 |
PLUMBERS LOCAL UNION NO. 6905+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,293 |
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 53-0120528 | Legal | $6,964 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,919 | $66,051+10.4% | $92,893-21.5% | $77,787-6.3% |
| Participation rate | 94.2% | 81.0%+13.2pp | 76.0%+18.2pp | 73.2%+21.0pp |
| Annual return | 13.05% | 20.69%-7.6pp | 109.41%-96.4pp | 32.57%-19.5pp |
| Employer contribution / active EE | $8,221 | $3,426+140.0% | $3,653+125.1% | $2,504+228.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $436 | $148+194.7% | $5,794-92.5% | $100+335.3% |