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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.
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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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $420,321 |
IBEW LOCAL UNION NO 99 ANNUITY PLAN2 years Service code 50 · EIN 05-6049537 | Direct Payment | $367,466 |
WARD FISHER & COMPANY3+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 | Accounting | $76,050 |
IBEW LOCAL UNION 991 year Filed as: IBEW LOCAL 99 Service code 15 · EIN 05-0161150 | Recordkeeping | $66,141 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 14-1835864 | Actuarial | $62,000 |
RODIO & URSILLO1 year Filed as: RODIO + URSILLO LTD Service code 29 · EIN 05-0398359 | Legal | $34,689 |
AMERICAN FUNDS3+ years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 52 · EIN 31-1772714 | Indirect Investment Fees | $0 |
COLUMBIA3+ years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE3+ years Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,312 | $110,699+26.8% | $177,821-21.1% | $90,288+55.4% |
| Participation rate | 95.8% | 88.3%+7.4pp | 87.7%+8.1pp | 73.4%+22.4pp |
| Annual return | 8.38% | 22.79%-14.4pp | 48.32%-39.9pp | 53.97%-45.6pp |
| Employer contribution / active EE | $4,241 | $4,118+3.0% | $5,918-28.3% | $2,524+68.0% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $476 | $90+429.3% | $12,427-96.2% | $114+317.8% |