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 |
|---|---|---|
IATSE LOCAL 11 ANNUITY FUND4+ years Service code 50 · EIN 04-3204580 | Direct Payment | $92,860 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $46,874 |
SBHU LIFE AGENCY INC4+ years Service code 53 · EIN 13-2896238 | Insurance Commissions | $43,498 |
D'ARCANGELO & CO., LLP1 year Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,600 |
Filed as: THE ANGELL PENSION GROUP Service code 15 · EIN 04-2530412 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Recordkeeping | $5,407 |
Service code 14 | Plan Administrator | $4,000 |
AMERICAN FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,956 | $71,106-29.7% | $83,333-40.1% | $75,289-33.6% |
| Participation rate | 39.3% | 82.0%-42.7pp | 77.8%-38.5pp | 72.4%-33.2pp |
| Annual return | -4.21% | -0.56%-3.7pp | 10.63%-14.8pp | -0.04%-4.2pp |
| Employer contribution / active EE | $763 | $2,436-68.7% | $3,379-77.4% | $2,405-68.3% |
| Participant deferral / active EE | $1,269 | $6,249-79.7% | $5,565-77.2% | $3,739-66.0% |
| Admin fee / account holder | $339 | $72+368.1% | $7,510-95.5% | $102+231.1% |