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 RWDSU3+ years Filed as: LOCAL 2 Service code 12 · EIN 11-2450206 | Recordkeeping and information managem... | $173,703 |
CORPORATE RETIREMENT SERVICES3+ years Filed as: CORPORATE RETIREMENT SERVICES, INC. Service code 64 · EIN 22-3507738 | Recordkeeping Fees | $45,849 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J.P. MORGAN SECURITIES, LLC Service code 28 · EIN 11-2623070 | Investment Management | $40,304 |
Filed as: BARNES, ICCARINO & SHEPHERD LLP Service code 29 · EIN 11-2450206 | Legal | $32,500 |
MINSKY & COTTONE', CPA1 year Filed as: MINSKY & COTTONE, CPA'S PC Service code 10 · EIN 11-3223712 | Accounting | $24,000 |
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 | $10,186 | $46,100-77.9% | $86,590-88.2% | $69,631-85.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 5.47% | 21.02%-15.6pp | 964.84%-959.4pp | 27571.02%-27565.6pp |
| Employer contribution / active EE | $1,205 | $1,850-34.9% | $2,839-57.6% | $2,032-40.7% |
| Participant deferral / active EE | $1,186 | $2,432-51.2% | $3,609-67.1% | $3,224-63.2% |
| Admin fee / account holder | $376 | $94+300.9% | $4,906-92.3% | $110+240.6% |