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-CO-FID-COMPREHENSIVE1+ years Filed as: IRON WORKERS INTERNATIONAL Service code 10 · EIN 43-0337330 | Accounting | $1,072,067 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 45-3328488 | Investment Management | $377,320 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $318,810 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $304,259 |
MD SASS1+ years Filed as: M.D. SASS ASSOCIATES Service code 28 · EIN 13-2704843 | Investment Management | $281,983 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT LL Service code 28 · EIN 25-1890416 | Investment Management | $250,325 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVESTMENT .MANAGEMENT Service code 28 · EIN 98-0202744 | Investment Management | $211,337 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 43-1898506 | Investment Management | $164,205 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $150,150 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $124,008 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -2.58% | 3.63%-6.2pp | 4.16%-6.7pp | 9.19%-11.8pp |
| Employer contribution / active EE | $3,110 | $11,363-72.6% | $29,966-89.6% | $12,608-75.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |