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 |
|---|---|---|
IUPAT DC21 WELFARE FUND8+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $344,072 |
BLACKSTONE8+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $155,893 |
BANNER RIDGE PARTNERS LP2 years Service code 28 641 LEXINGTON AVENUE, 18TH FLOOR · NEW YORK, NY 10022 | Investment Management | $152,009 |
SIGULER GUFF ADVISERS, LLC3 years Filed as: SIGULAR GUFF ADVISERS, LLC Service code 28 · EIN 13-3855629 | Investment Management | $141,368 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC WEALTH MGMT/COURTNEY CONSULTING Service code 27 · EIN 41-1416330 | Advisory (Plan) | $111,159 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $82,536 |
BIRCH RUN INVESTMENTS, LLC7 years Service code 28 · EIN 81-4642617 | Investment Management | $59,604 |
NOVAK FRANCELLA LLC8+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $58,009 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $52,961 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $48,027 |
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 | $35,915 | $88,480-59.4% | $96,683-62.9% | $80,160-55.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 9.40% | 22.53%-13.1pp | 35.69%-26.3pp | 40.38%-31.0pp |
| Employer contribution / active EE | $2,524 | $4,176-39.6% | $3,737-32.5% | $2,978-15.3% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $259 | $212+22.3% | $6,730-96.2% | $145+78.7% |