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 |
|---|---|---|
OPERATING ENGINEERS FUNDS, INC.10+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $7,371,763 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $6,548,958 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 51 · EIN 13-5673135 | Investment Mgmt Fees | $1,936,128 |
Service code 29 · EIN 95-4047729 | Legal | $1,248,864 |
ULLICO8 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $1,113,717 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $569,224 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $478,180 |
NEPC, LLC8 years Service code 17 · EIN 26-1429809 | Pension Consulting | $319,847 |
RAEL & LETSON8 years Service code 11 · EIN 94-1701048 | Actuarial | $161,454 |
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 | Accounting | $161,389 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 7.69% | 9.57%-1.9pp | 9.65%-2.0pp | 9.57%-1.9pp |
| Employer contribution / active EE | $17,462 | $8,891+96.4% | $26,259-33.5% | $8,891+96.4% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |