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 13 · EIN 94-1563547 | Contract Administrator | $1,259,716 |
MCMORGAN & COMPANY LLC3 years Service code 28 · EIN 52-2334338 | Investment Management | $986,328 |
AMERICAN REALTY ADVISORS3 years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $492,712 |
MEKETA INVESTMENT GROUP8 years Service code 27 · EIN 47-2126910 | Advisory (Plan) | $270,000 |
US BANK1 year Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $144,231 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $113,329 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 22 · EIN 52-6435649 | Insurance Broker | $102,316 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $98,374 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 81-4017137 | Investment Management | $82,547 |
THE SEGAL COMPANY10+ years Service code 16 · EIN 94-1503999 | Consulting | $37,214 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,958 | $140,769-85.8% | $107,525-81.4% | $140,769-85.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 75.1%+24.9pp | 74.2%+25.8pp |
| Annual return | 7.14% | 16.82%-9.7pp | 181.32%-174.2pp | 16.82%-9.7pp |
| Employer contribution / active EE | $5,209 | $3,906+33.4% | $3,754+38.8% | $3,906+33.4% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $43 | $229-81.2% | $8,919-99.5% | $229-81.2% |