See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN CA CEMENT MASONS ADMIN2+ years Service code 14 · EIN 94-1583754 | Plan Administrator | $371,169 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $173,763 |
SOUTHERN SUN ASSET MANAGEMENT2+ years Service code 28 · EIN 27-2990431 | Investment Management | $150,448 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $150,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MGMT Service code 28 · EIN 25-1442864 | Investment Management | $147,094 |
WHITE OAK GLOBAL ADVISORS, LLC2+ years Filed as: WHITE OAK Service code 28 88 KEARNEY STREET 4TH FLOOR · SAN FRANCISCO, CA 94108 | Investment Management | $145,521 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $92,338 |
BULLIVANT HOUSER BAILEY2+ years Service code 29 · EIN 93-1129534 | Legal | $83,616 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $74,990 |
WEINBERG, ROGER & ROSENFELD2+ years Service code 29 · EIN 94-2458080 | Legal | $74,913 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 8.99% | 12.33%-3.3pp | 8.32%+0.7pp | 17.84%-8.8pp |
| Employer contribution / active EE | $16,605 | $11,641+42.6% | $30,793-46.1% | $14,688+13.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |