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 9-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 |
|---|---|---|
LABORERS COMBINED FUNDS5+ years Service code 14 · EIN 25-1333639 | Plan Administrator | $2,173,338 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-4994650 | Advisory (Plan) | $453,962 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 28 · EIN 36-7045759 | Investment Management | $429,987 |
CALAMOS ADVISORS LLC5+ years Service code 28 · EIN 30-6130253 | Investment Management | $326,349 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & Service code 28 · EIN 04-3200030 | Investment Management | $246,797 |
TUCKER ARENSBERG5+ years Filed as: TUCKER ARENSBERG LP Service code 29 · EIN 25-1425735 | Legal | $196,351 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNYMELLON Service code 28 · EIN 13-5160382 | Investment Management | $191,325 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $176,195 |
COWDEN ASSOCIATES, INC.1 year Filed as: COWDEN ASSOCIATES INC. Service code 16 · EIN 25-1750131 | Consulting | $164,966 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 · EIN 22-1211670 | Investment Management | $164,503 |
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 | $192,455-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 14.77% | 1023.85%-1009.1pp | 50.81%-36.0pp | 1023.85%-1009.1pp |
| Employer contribution / active EE | $10,110 | $11,605-12.9% | $42,739-76.3% | $11,605-12.9% |
| Participant deferral / active EE | $0 | $275-100.0% | $90-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,268-100.0% | - |