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 RWDSU6+ years Service code 49 · EIN 13-1215130 | Other Services | $141,259 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,212 |
LOCAL 1102 RWDSU6+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $80,667 |
ROTHMAN, ROCCO, LARUFFA, LLP3 years Service code 29 · EIN 47-5401457 | Legal | $24,420 |
BERDON LLP6+ years Service code 10 · EIN 13-0485070 | Accounting | $17,369 |
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 | $10,228 | $29,516-65.3% | $77,482-86.8% | $90,288-88.7% |
| Participation rate | 100.0% | 33.7%+66.3pp | 54.2%+45.8pp | 73.4%+26.6pp |
| Annual return | 11.14% | 231.18%-220.0pp | 54.79%-43.6pp | 53.97%-42.8pp |
| Employer contribution / active EE | $765 | $381+100.9% | $986-22.4% | $2,524-69.7% |
| Participant deferral / active EE | $493 | $944-47.7% | $1,861-73.5% | $4,232-88.3% |
| Admin fee / account holder | $240 | $106+126.2% | $2,858-91.6% | $114+110.0% |