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 8-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 |
|---|---|---|
WARD FISHER & COMPANY2 years Service code 10 · EIN 05-0234540 250 CENTERVILLE ROAD · WARWICK, RI 02886 | Accounting | $114,125 |
IBEW LOCAL UNION 998+ years Service code 15 · EIN 05-0161150 22 AMFLEX DRIVE · CRANSTON, RI 02921 | Recordkeeping | $84,305 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 14-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $62,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,826 |
RADIO & URSILLO LTD.1 year Filed as: RADIO & URSILLO LTD Service code 29 · EIN 05-0398359 33 BROAD STREET · PROVIDENCE, RI 02903 | Legal | $50,798 |
DANA INVESTMENT ADVISORS2 years Service code 28 · EIN 39-1512278 20700 SWENSON DRIVE · WAUKESHA, WI 53186 | Investment Management | $47,348 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $6,688 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,295 | $160,882-7.2% | $200,582-25.6% | $102,872+45.1% |
| Participation rate | 91.0% | 91.2%-0.2pp | 86.9%+4.1pp | 73.0%+18.0pp |
| Annual return | 10.05% | 18.15%-8.1pp | 42.33%-32.3pp | 19.06%-9.0pp |
| Employer contribution / active EE | $5,442 | $5,602-2.9% | $6,419-15.2% | $3,526+54.3% |
| Participant deferral / active EE | $1,047 | $9,300-88.7% | $9,331-88.8% | $5,535-81.1% |
| Admin fee / account holder | $393 | $125+215.3% | $16,305-97.6% | $292+34.6% |