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 ADMINISTRATION9+ years Service code 13 · EIN 94-1563547 | Contract Administrator | $1,350,091 |
MCMORGAN & COMPANY LLC2 years Service code 28 · EIN 52-2334338 | Investment Management | $975,043 |
AMERICAN REALTY ADVISORS2 years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $478,281 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $265,000 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $132,562 |
ULLICO1 year Filed as: ULLICO, INC. Service code 28 · EIN 52-1579726 | Investment Management | $89,356 |
JMI EQUITY1 year Filed as: JMI MANAGEMENT LP Service code 28 · EIN 20-2772092 | Investment Management | $82,580 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $79,702 |
ARA CORE PROPERTY FUND1 year Filed as: ARA PARTNERS Service code 28 4201 MAIN STREET, SUITE 370 · HOUSTON, TX 77002 | Investment Management | $73,125 |
Filed as: STATE STREET GLOBAL TR CO Service code 28 · EIN 81-4017137 | Investment Management | $72,334 |
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 | $18,092 | $63,356-71.4% | $103,333-82.5% | $106,382-83.0% |
| Participation rate | 89.8% | 84.3%+5.5pp | 74.5%+15.3pp | 69.9%+19.9pp |
| Annual return | -2.95% | 14.77%-17.7pp | 24.88%-27.8pp | 17.37%-20.3pp |
| Employer contribution / active EE | $5,261 | $4,310+22.1% | $3,868+36.0% | $3,364+56.4% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $46 | $110-58.2% | $8,355-99.4% | $79-41.9% |