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 FUND8+ years Service code 13 · EIN 37-6052379 | Contract Administrator | $723,317 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $415,474 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND Service code 28 · EIN 20-0928198 | Investment Management | $154,701 |
Service code 28 · EIN 20-0292745 | Investment Management | $74,422 |
Service code 28 · EIN 94-2970569 | Investment Management | $24,181 |
ROMOLO & ASSOCIATES5 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $22,575 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 | Consulting | $15,000 |
US BANK8+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $11,563 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $9,918 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN, HAY & STEPHENS, LLP Service code 29 205 S FIFTH ST, SUITE 1000 · SPRINGFIELD, IL 62705 | Legal | $9,384 |
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 | $12,222 | $55,730-78.1% | $96,683-87.4% | $96,393-87.3% |
| Participation rate | 99.5% | 82.8%+16.7pp | 74.3%+25.2pp | 71.3%+28.3pp |
| Annual return | 1.57% | 12.78%-11.2pp | 35.69%-34.1pp | 22.88%-21.3pp |
| Employer contribution / active EE | $3,543 | $4,014-11.7% | $3,737-5.2% | $3,238+9.4% |
| Participant deferral / active EE | $7 | $3,393-99.8% | $4,878-99.8% | $5,455-99.9% |
| Admin fee / account holder | $79 | $105-25.0% | $6,730-98.8% | $74+7.0% |