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 | $359,971 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $109,397 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 68 · EIN 04-3200030 | Soft dollars commissions | $77,025 |
Service code 19 · EIN 13-3257590 | Securities Custodian | $69,084 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $17,164 |
STATE STREET GLOBAL ADVISORS8+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $17,054 |
THE MCKEOGH COMPANY8+ years Service code 11 · EIN 23-3003375 | Actuarial | $12,991 |
PLUMBERS LOCAL UNION NO. 6908+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,657 |
Service code 10 · EIN 23-2586736 | Accounting | $7,615 |
O'DONOGHUE & O'DONOGHUE8+ years Service code 29 · EIN 53-0120528 | Legal | $6,959 |
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 | $78,315 | $76,774+2.0% | $112,228-30.2% | $77,904+0.5% |
| Participation rate | 94.7% | 80.2%+14.5pp | 75.1%+19.6pp | 73.7%+21.0pp |
| Annual return | -7.61% | -10.25%+2.6pp | 27.45%-35.1pp | 12.21%-19.8pp |
| Employer contribution / active EE | $9,152 | $3,977+130.1% | $3,635+151.8% | $2,848+221.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $528 | $239+120.8% | $6,410-91.8% | $133+298.0% |