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 |
|---|---|---|
CENTRAL LABORERS PENSION FUND10+ years Service code 13 · EIN 37-6052379 | Contract Administrator | $904,894 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $426,440 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND Service code 28 · EIN 20-0928198 | Investment Management | $150,225 |
Service code 28 · EIN 20-0292745 | Investment Management | $96,101 |
SHELTON CAPITAL MANAGEMENT3 years Service code 28 · EIN 94-2970569 | Investment Management | $25,179 |
ROMOLO & ASSOCIATES7 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $24,500 |
CAVANAGH & O'HARA5 years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 | Legal | $14,285 |
US BANK10+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 50 · EIN 31-0841368 | Direct Payment | $12,590 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN, HAY & STEPHENS, LLP Service code 29 205 S FIFTH ST, SUITE 1000 · SPRINGFIELD, IL 62705 | Legal | $12,479 |
THE SEGAL COMPANY8 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $9,922 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,326 | $140,769-89.8% | $107,525-86.7% | $140,769-89.8% |
| Participation rate | 99.0% | 74.2%+24.8pp | 75.1%+23.9pp | 74.2%+24.8pp |
| Annual return | 6.36% | 16.82%-10.5pp | 181.32%-175.0pp | 16.82%-10.5pp |
| Employer contribution / active EE | $4,099 | $3,906+4.9% | $3,754+9.2% | $3,906+4.9% |
| Participant deferral / active EE | $7 | $6,717-99.9% | $5,116-99.9% | $6,717-99.9% |
| Admin fee / account holder | $80 | $229-65.1% | $8,919-99.1% | $229-65.1% |