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 |
|---|---|---|
IRON WORKERS LOCAL 11 WELFARE FUND10+ years Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $524,769 |
NEW TOWER6 years Filed as: NEW TOWER TRUST CO. (MEPT) Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $215,529 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $176,913 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 | Investment Management | $135,029 |
LORD ABBETT10+ years Service code 28 · EIN 13-5620131 | Investment Management | $124,099 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $101,507 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 28 500 STANTON CHRISTIAN ROAD · NEWARK, DE 19713 | Investment Management | $56,083 |
ZIEGLER CAPITAL MANAGEMENT, LLC10+ years Filed as: ZIEGLER CAPITAL Service code 28 501 N. BROADWAY · ST. LOUIS, MO 63102 | Investment Management | $55,443 |
AMALGAMATED BANK6 years Service code 19 · EIN 13-4920330 | Securities Custodian | $51,157 |
TODD EUGENE HOLT2 years Filed as: TODD ASSET MANAGEMENT Service code 28 101 SOUTH 5TH STREET · LOUISVILLE, KY 40202 | Investment Management | $51,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,137 | $103,641-15.0% | $107,525-18.0% | $102,872-14.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 8.84% | 13.08%-4.2pp | 181.32%-172.5pp | 19.06%-10.2pp |
| Employer contribution / active EE | $17,040 | $5,096+234.4% | $3,754+354.0% | $3,526+383.2% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $413 | $276+49.4% | $8,919-95.4% | $292+41.2% |