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 |
|---|---|---|
Filed as: IRONWORKERS EMPLOYEES BENEFIT CORP. Service code 13 · EIN 95-3084599 | Contract Administrator | $2,839,714 |
ARROWSTREET CAPITAL3 years Service code 28 · EIN 04-3472863 | Investment Management | $2,416,898 |
BLACKROCK10+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 20-5319476 | Investment Management | $848,753 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $835,587 |
PGIM INVESTMENTS7 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $686,956 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $643,087 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $618,544 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $402,016 |
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $322,967 |
THE BANK OF NEW YORK MELLON7 years Filed as: THE BANK OF NEW YORK MELLON TRUST C Service code 21 · EIN 95-3571558 | Bank Trustee | $307,425 |
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.
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 | 8.77% | 9.57%-0.8pp | 9.65%-0.9pp | 9.57%-0.8pp |
| Employer contribution / active EE | $13,734 | $9,429+45.7% | $26,259-47.7% | $9,429+45.7% |
| Participant deferral / active EE | $0 | $408-100.0% | $145-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |