See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRON WORKERS LOCAL 11 WELFRAE FUND Service code 13 · EIN 22-6041517 | Contract Administrator | $375,947 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $322,693 |
THE PATRIOT FINANCIAL GROUP7+ years Filed as: PATRIOT FINANCIAL, LP Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $262,678 |
ATALANTA SOSNOFF7+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $211,862 |
LORD ABBETT7+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $138,834 |
Service code 28 1270 SOLDIERS FIELD ROAD · BRIGHTON, MA 02135 | Investment Management | $132,159 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $126,794 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE Service code 28 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $123,594 |
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS Service code 51 · EIN 16-0995736 | Investment Mgmt Fees | $118,554 |
Filed as: GW&K INVESTMENTS Service code 28 · EIN 80-0250512 | Investment Management | $71,575 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -9.93% | -7.95%-2.0pp | -5.84%-4.1pp | 23.41%-33.3pp |
| Employer contribution / active EE | $18,865 | $13,972+35.0% | $31,839-40.8% | $12,650+49.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |