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 |
|---|---|---|
LOCAL 1102 RWDSU2+ years Filed as: LOCAL 2 Service code 12 · EIN 11-2450206 | Recordkeeping and information managem... | $181,524 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN SECURITIES, LLC Service code 28 · EIN 11-2623070 | Investment Management | $40,769 |
Filed as: BARNES, ICCARINO & SHEPHERD LLP Service code 29 · EIN 11-2450206 | Legal | $30,000 |
MINSKY & COTTONE', CPA2+ years Filed as: MINSKY & COTTONE, CPA'S, PC Service code 10 · EIN 11-3223712 | Accounting | $23,100 |
CORPORATE RETIREMENT SERVICES2+ years Filed as: CORPORATE RETIREMENT SERVICES, INC. Service code 64 · EIN 22-3507738 | Recordkeeping Fees | $19,650 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,936 | $39,859-75.1% | $78,689-87.4% | $57,658-82.8% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 2.87% | 18.96%-16.1pp | 62.18%-59.3pp | 5.13%-2.3pp |
| Employer contribution / active EE | $1,107 | $1,786-38.0% | $2,851-61.2% | $1,974-43.9% |
| Participant deferral / active EE | $1,061 | $2,248-52.8% | $3,517-69.8% | $3,061-65.3% |
| Admin fee / account holder | $380 | $76+398.3% | $4,510-91.6% | $95+301.6% |