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 |
|---|---|---|
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $148,000 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $94,323 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $87,671 |
SHEET METAL WORKERS LOCAL NO. 91+ years Service code 13 · EIN 84-0318035 | Contract Administrator | $77,281 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $67,732 |
FRONTIER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 04-3492668 | Investment Management | $60,650 |
FRINGE BENEFIT SERVICES1+ years Filed as: FRINGE BENEFIT SERVICES INC. Service code 13 · EIN 84-0620086 | Contract Administrator | $41,833 |
US BANK1+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $37,267 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $33,808 |
ADVISORY RESEARCH1+ years Filed as: ADVISORY RESEARCH INC. Service code 28 · EIN 36-2831881 | Investment Management | $33,210 |
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.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.34% | 0.06%-1.4pp | -0.81%-0.5pp | -0.60%-0.7pp |
| Employer contribution / active EE | $6,776 | $14,206-52.3% | $38,425-82.4% | $12,272-44.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |