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 |
|---|---|---|
BOYD WATTERSON ASSET MANAGEMENT10+ years Service code 28 · EIN 34-1922005 | Investment Management | $77,489 |
PAINTING INDUSTRY INSURANCE FUND10+ years Filed as: PAINTING INDUSTRY INSURANCE FUNDS Service code 14 8257 DOW CIRCLE · CLEVELAND, OH 44136 | Plan Administrator | $48,000 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 10 · EIN 59-3676225 | Accounting | $40,000 |
WICKENS, HERZER, PANZA, COOKE10+ years Service code 29 · EIN 34-1114757 | Legal | $21,669 |
KEYBANK NATIONAL ASSOCIATION10+ years Service code 19 · EIN 34-1784820 | Securities Custodian | $13,845 |
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 | $48,665 | $104,919-53.6% | $116,228-58.1% | $85,563-43.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.6%+25.4pp | 66.0%+34.0pp |
| Annual return | 4.47% | 15.38%-10.9pp | 90.06%-85.6pp | 31.51%-27.0pp |
| Employer contribution / active EE | $4,407 | $3,485+26.4% | $2,994+47.2% | $2,654+66.1% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $185 | $429-56.8% | $11,989-98.5% | $834-77.8% |