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-COMPREHENSIVE2+ years Filed as: IRON WORKERS INTERNATIONAL Service code 10 · EIN 43-0337330 | Accounting | $1,157,549 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 45-3328488 | Investment Management | $353,610 |
LAZARD ASSET MANAGEMENT1 year Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $307,718 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $293,900 |
Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $233,482 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $223,213 |
Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 13 · EIN 20-0188125 | Contract Administrator | $214,403 |
MD SASS1 year Filed as: MD SASS ASSOCIATES Service code 51 · EIN 13-2704843 | Investment Mgmt Fees | $190,758 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 43-1898506 | Investment Management | $161,423 |
HARTNETT REYES-JONES, LLC2+ years Filed as: HARTNETT GLADNEY HETTERMAN Service code 29 · EIN 43-1205253 | Legal | $155,816 |
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.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.33% | 12.33%-2.0pp | 8.32%+2.0pp | 17.84%-7.5pp |
| Employer contribution / active EE | $2,477 | $11,641-78.7% | $30,793-92.0% | $14,688-83.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |