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: GREATER STL CONST LAB WELFARE FUND Service code 13 · EIN 43-0688695 | Contract Administrator | $717,004 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 11111 SANTA MONICA BLVD, 15TH FLOOR · LOS ANGELES, CA 90025 | Investment Management | $383,755 |
ELMTREE FUNDS, LLC4 years Service code 28 120 SOUTH CENTRAL AVE, SUITE 300 · ST. LOUIS, MO 63105 | Investment Management | $337,152 |
Filed as: D.L CARLSON INVESTMENT GROUP Service code 28 · EIN 02-0431934 | Investment Management | $336,977 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $270,079 |
RIDGEWORTH10+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $246,683 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Mgmt Fees | $227,853 |
BAIRD INSURANCE SERVICES INC10+ years Filed as: BAIRD INVESTMENT Service code 28 777 E WISCONSIN AVE 21ST FL. · MILWAUKEE, WI 53202 | Investment Management | $227,285 |
WELLINGTON TRUST COMPANY6 years Service code 28 100 FEDERAL STREET · BOSTON, MA 02210 | Investment Management | $182,946 |
NUANCE INVESTMENTS6 years Filed as: NUANCE Service code 51 4900 MAIN STREET, SUITE 220 · KANSAS CITY, MO 64112 | Investment Mgmt Fees | $146,843 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 6.96% | 10.50%-3.5pp | 9.65%-2.7pp | 9.22%-2.3pp |
| Employer contribution / active EE | $14,011 | $14,720-4.8% | $26,259-46.6% | $13,567+3.3% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |