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 |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND10+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $804,631 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $633,526 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $472,327 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $461,268 |
INTECH INVESTMENT MANAGEMENT LLC10+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 51 · EIN 75-3019302 | Investment Mgmt Fees | $403,028 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE ADVISORS LLC Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $364,500 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $281,788 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $272,984 |
Filed as: CHARTWELL INVESTMENT PARTNERS, INC. Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $264,475 |
GCM GROSVENOR1 year Filed as: GCM GROSVENOR L.P. Service code 50 · EIN 20-3979494 | Direct Payment | $254,391 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.63% | 8.48%+0.2pp | 8.09%+0.5pp | 8.48%+0.2pp |
| Employer contribution / active EE | $9,703 | $9,949-2.5% | $28,732-66.2% | $9,949-2.5% |
| Participant deferral / active EE | $0 | $734-100.0% | $7-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |