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 |
|---|---|---|
PLU NO. 200 WELFARE FUND7+ years Service code 49 · EIN 11-3124836 | Other Services | $72,015 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $47,825 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $43,691 |
INVESCO5 years Service code 28 · EIN 26-6399613 | Investment Management | $35,299 |
QUAN-VEST CONSULTANTS, INC.5 years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $22,449 |
BERDON LLP7+ years Service code 10 · EIN 13-0485070 | Accounting | $16,678 |
Service code 29 · EIN 26-0873462 | Legal | $10,360 |
KMR SYSTEMS CORP5 years Service code 49 · EIN 13-3192128 | Other Services | $7,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,163 | $106,236-54.7% | $112,228-57.1% | $64,808-25.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 1.30% | -6.02%+7.3pp | 27.45%-26.2pp | 32.82%-31.5pp |
| Employer contribution / active EE | $7,344 | $3,166+132.0% | $3,635+102.1% | $2,506+193.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $162 | $452-64.1% | $6,410-97.5% | $188-13.8% |