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 |
|---|---|---|
LABORERS FUND ADMINISTRATION10+ years Service code 10 · EIN 94-1563547 | Accounting | $7,701,479 |
TDA INVESTMENT GROUP10+ years Service code 28 · EIN 52-2334338 | Investment Management | $1,208,579 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT LLC Service code 17 · EIN 47-2126910 | Pension Consulting | $1,040,000 |
MCMORGAN & COMPANY LLC3 years Service code 28 · EIN 52-2334338 | Investment Management | $627,080 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $492,764 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $411,749 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $358,448 |
AMERICAN REALTY ADVISORS3 years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $305,931 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $250,068 |
THE SEGAL COMPANY9 years Service code 11 · EIN 81-4017137 | Actuarial | $234,639 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.17% | 9.57%-1.4pp | 9.65%-1.5pp | 9.57%-1.4pp |
| Employer contribution / active EE | $17,526 | $8,891+97.1% | $26,259-33.3% | $8,891+97.1% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |