See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $570,922 |
NEW TOWER3 years Filed as: NEW TOWER TRUST CO. (MEPT) Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $312,996 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $265,797 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $199,095 |
ATALANTA SOSNOFF7+ years Service code 28 · EIN 20-0461050 | Investment Management | $134,511 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 | Investment Management | $127,244 |
LORD ABBETT7+ years Service code 28 · EIN 13-5620131 | Investment Management | $95,733 |
Filed as: WESTERN ASSET MANAGMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $79,106 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 500 STANTON CHRISTIAN ROAD · NEWARK, DE 19713 | Investment Management | $70,355 |
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $57,438 |
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 | $84,880 | $76,774+10.6% | $112,228-24.4% | $77,904+9.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -4.77% | -10.25%+5.5pp | 27.45%-32.2pp | 12.21%-17.0pp |
| Employer contribution / active EE | $15,948 | $3,977+301.0% | $3,635+338.8% | $2,848+460.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $485 | $239+103.2% | $6,410-92.4% | $133+266.3% |