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 | $350,688 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $129,390 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 68 · EIN 04-3200030 | Soft dollars commissions | $85,251 |
Service code 19 · EIN 13-3257590 | Securities Custodian | $67,031 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $18,961 |
STATE STREET GLOBAL ADVISORS9+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $11,202 |
THE MCKEOGH COMPANY9+ years Service code 11 · EIN 23-3003375 | Actuarial | $9,900 |
O'DONOGHUE & O'DONOGHUE9+ years Service code 29 · EIN 53-0120528 | Legal | $8,877 |
PLUMBERS LOCAL UNION NO. 6909+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,811 |
Service code 10 · EIN 23-2586736 | Accounting | $7,538 |
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 | $82,738 | $88,480-6.5% | $96,683-14.4% | $80,160+3.2% |
| Participation rate | 93.8% | 79.9%+13.9pp | 74.3%+19.4pp | 72.9%+20.8pp |
| Annual return | 7.82% | 22.53%-14.7pp | 35.69%-27.9pp | 40.38%-32.6pp |
| Employer contribution / active EE | $9,760 | $4,176+133.7% | $3,737+161.2% | $2,978+227.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $575 | $212+171.7% | $6,730-91.5% | $145+297.0% |