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 FUND8+ years Service code 49 · EIN 11-3124836 | Other Services | $59,399 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $45,430 |
INVESCO6 years Service code 28 · EIN 26-6399613 | Investment Management | $31,510 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $29,677 |
QUAN-VEST CONSULTANTS, INC.6 years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $21,813 |
Service code 29 · EIN 26-0873462 | Legal | $20,910 |
BERDON LLP8+ years Service code 10 · EIN 13-0485070 | Accounting | $12,546 |
KMR SYSTEMS CORP6 years Service code 49 · EIN 13-3192128 | Other Services | $11,534 |
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 | $46,893 | $92,971-49.6% | $96,683-51.5% | $74,419-37.0% |
| Participation rate | 93.5% | 71.5%+22.0pp | 74.3%+19.2pp | 70.7%+22.8pp |
| Annual return | -0.18% | 37.49%-37.7pp | 35.69%-35.9pp | 34.38%-34.6pp |
| Employer contribution / active EE | $8,530 | $3,426+149.0% | $3,737+128.3% | $2,637+223.4% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $134 | $633-78.8% | $6,730-98.0% | $348-61.4% |