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 |
|---|---|---|
TEAMSTERS LOCAL UNION 301 GENERAL11+ years Service code 13 · EIN 36-1264295 | Contract Administrator | $517,126 |
SEGALL BRYANT & HAMILL10+ years Service code 28 · EIN 35-2679129 | Investment Management | $299,274 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 84-3937993 | Investment Management | $229,932 |
SEI INVESTMENTS3 years Filed as: SEI TRUST COMPANY Service code 28 · EIN 56-6593356 | Investment Management | $174,710 |
MARQUETTE ASSOCIATES11+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $125,417 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $97,883 |
SARA HAFFNER- WOLF5 years Service code 14 · EIN 36-6125658 | Plan Administrator | $96,449 |
Filed as: HORIZION ACTURIAL SERVICES, LLC Service code 11 · EIN 26-1370698 | Actuarial | $91,000 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $76,742 |
FRANK J BAKER & COMPANY, LTD11+ years Service code 10 · EIN 36-3086616 | Accounting | $74,239 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.85% | 10.71%-0.9pp | 16.77%-6.9pp | 10.71%-0.9pp |
| Employer contribution / active EE | $17,544 | $14,986+17.1% | $28,306-38.0% | $14,986+17.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $40-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |