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 |
|---|---|---|
PLUMBERS, PIPE FITTERS AND MECHANIC10+ years Service code 49 · EIN 31-0561070 | Other Services | $145,808 |
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $132,206 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $119,961 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION INDUSTRIAL TRUST Service code 51 · EIN 65-1162344 | Investment Mgmt Fees | $104,343 |
CUNI, RUST & STRENK7 years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $104,025 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $78,399 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $75,852 |
AMERICAN FUNDS4 years Filed as: STOCKBRIDGE NICHE LOGISTICS FUND LP Service code 51 · EIN 85-3831272 | Investment Mgmt Fees | $73,511 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 16 · EIN 46-0619194 | Consulting | $64,177 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $62,468 |
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 | 9.16% | 10.50%-1.3pp | 9.65%-0.5pp | 9.22%-0.1pp |
| Employer contribution / active EE | $20,960 | $14,720+42.4% | $26,259-20.2% | $13,567+54.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |