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 |
|---|---|---|
TWIN CAPITAL MANAGEMENT1+ years Filed as: TWIN CITY PIPE TRADES SERVICE ASSN Service code 14 · EIN 41-0918427 | Plan Administrator | $369,427 |
Service code 16 · EIN 27-3681074 | Consulting | $300,000 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $286,047 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 21 · EIN 20-1591048 | Bank Trustee | $83,340 |
HESSIAN & MCKASY, PA1+ years Service code 29 · EIN 20-1551306 | Legal | $37,150 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $18,750 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,016 | $48,096+114.2% | $75,781+35.9% | $67,505+52.6% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 0.80% | 0.30%+0.5pp | 9.68%-8.9pp | 6.52%-5.7pp |
| Employer contribution / active EE | $7,506 | $2,549+194.5% | $3,323+125.9% | $2,173+245.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,651-100.0% | $3,597-100.0% |
| Admin fee / account holder | $63 | $82-23.8% | $5,299-98.8% | $56+11.4% |