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 |
|---|---|---|
MCMORGAN & COMPANY LLC5+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $966,607 |
LABORERS FUND ADMINISTRATION5+ years Service code 13 · EIN 94-1563547 | Contract Administrator | $695,648 |
MEKETA INVESTMENT GROUP3 years Service code 27 · EIN 47-2126910 | Advisory (Plan) | $155,400 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $80,464 |
PACIFIC PRINTING3 years Service code 36 · EIN 26-4644580 | Direct payment from the plan; Copying... | $44,332 |
LINDQUIST LLP3 years Service code 10 · EIN 52-2385296 | Accounting | $38,712 |
BULLIVANT HOUSER BAILEY4 years Filed as: BULLIVANT HOUSER & BAILEY Service code 29 · EIN 93-1129534 | Legal | $31,793 |
WEINBERG, ROGER & ROSENFELD4 years Service code 29 · EIN 94-2458080 | Legal | $26,945 |
THE SEGAL COMPANY5+ years Service code 16 · EIN 94-1503999 | Consulting | $18,153 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 04-1867445 | Investment Management | $14,567 |
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 | $14,479 | $52,155-72.2% | $101,248-85.7% | $106,222-86.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 13.58% | 13.07%+0.5pp | 46.47%-32.9pp | 21.69%-8.1pp |
| Employer contribution / active EE | $4,282 | $3,414+25.4% | $3,660+17.0% | $2,723+57.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,600-100.0% |
| Admin fee / account holder | $44 | $102-56.3% | $5,945-99.3% | $78-43.4% |