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: IRON WORKERS LOCAL 11 WELFRAE FUND Service code 13 · EIN 22-6041517 | Contract Administrator | $427,086 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $321,527 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $277,370 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $157,490 |
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: JP MORGAN CHASE Service code 28 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $119,661 |
Service code 28 1270 SOLDIERS FIELD ROAD · BRIGHTON, MA 02135 | Investment Management | $117,528 |
LORD ABBETT10+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $116,069 |
Filed as: GW&K INVESTMENTS Service code 28 · EIN 80-0250512 | Investment Management | $81,106 |
THE PATRIOT FINANCIAL GROUP10+ years Filed as: PATRIOT FINANCIAL, LP Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $71,759 |
AMALGAMATED BANK5 years Service code 19 · EIN 13-4920330 | Securities Custodian | $69,080 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.69% | 10.50%-0.8pp | 9.65%0pp | 9.22%+0.5pp |
| Employer contribution / active EE | $19,531 | $14,720+32.7% | $26,259-25.6% | $13,567+44.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |