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 FUND9+ years Service code 13 · EIN 37-6052379 | Contract Administrator | $773,022 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $431,028 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND Service code 28 · EIN 20-0928198 | Investment Management | $138,944 |
Service code 28 · EIN 20-0292745 | Investment Management | $85,749 |
SHELTON CAPITAL MANAGEMENT2 years Service code 28 · EIN 94-2970569 | Investment Management | $24,786 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $22,575 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 | Consulting | $15,167 |
US BANK9+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 50 · EIN 31-0841368 | Direct Payment | $12,059 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $9,823 |
CAVANAGH & O'HARA4 years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 | Legal | $6,498 |
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 | $13,393 | $63,356-78.9% | $103,333-87.0% | $106,382-87.4% |
| Participation rate | 99.6% | 84.3%+15.3pp | 74.5%+25.1pp | 69.9%+29.7pp |
| Annual return | 8.35% | 14.77%-6.4pp | 24.88%-16.5pp | 17.37%-9.0pp |
| Employer contribution / active EE | $3,945 | $4,310-8.5% | $3,868+2.0% | $3,364+17.3% |
| Participant deferral / active EE | $6 | $3,479-99.8% | $5,057-99.9% | $5,569-99.9% |
| Admin fee / account holder | $77 | $110-30.4% | $8,355-99.1% | $79-3.2% |