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 |
|---|---|---|
Filed as: MID-AMERICA CARPENTERS REGIONAL BEN Service code 13 1419 HAMPTON AVE · ST LOUIS, MO 63139 | Contract Administrator | $1,685,647 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS Service code 51 · EIN 13-5582869 | Investment Mgmt Fees | $843,395 |
ARISTOTLE CAPITAL MANAGEMENT4 years Service code 49 11100 SANTA MONICA BLVD. SUITE 170 · LOS ANGELES, CA 90025 | Other Services | $678,499 |
PROLOAN BOND FUND, LLC2 years Service code 28 · EIN 26-3436991 | Investment Management | $651,429 |
NEUMEIER POMA INV. COUNSEL7 years Service code 28 · EIN 77-0217352 | Investment Management | $637,333 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $492,212 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $412,942 |
BAIRD INSURANCE SERVICES INC10+ years Filed as: BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $398,876 |
CONGRESS ASSET MANAGEMENT8 years Service code 51 · EIN 04-2848965 | Investment Mgmt Fees | $351,456 |
Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 25 EAST ERIE STREET · CHICAGO, IL 60661 | Investment Management | $346,104 |
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 7.21% | 9.57%-2.4pp | 37.43%-30.2pp | 9.57%-2.4pp |
| Employer contribution / active EE | $13,040 | $8,891+46.7% | $38,058-65.7% | $8,891+46.7% |
| Participant deferral / active EE | $0 | $333-100.0% | $121-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |