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 RWDSU11+ years Service code 49 · EIN 13-1215130 | Other Services | $193,371 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,613 |
LOCAL 1102 RWDSU11+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $112,203 |
ROTHMAN, ROCCO, LARUFFA, LLP8 years Service code 29 · EIN 47-5401457 | Legal | $27,572 |
Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 1501 BROADWAY, SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $22,500 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,000 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $7,706 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,021 | $35,197-63.0% | $53,898-75.8% | $102,872-87.3% |
| Participation rate | 75.0% | 29.6%+45.5pp | 55.0%+20.1pp | 73.0%+2.0pp |
| Annual return | 11.27% | 17.55%-6.3pp | 528.60%-517.3pp | 19.06%-7.8pp |
| Employer contribution / active EE | $993 | $713+39.3% | $932+6.5% | $3,526-71.9% |
| Participant deferral / active EE | $506 | $1,333-62.0% | $1,826-72.3% | $5,535-90.9% |
| Admin fee / account holder | $301 | $834-63.9% | $2,491-87.9% | $292+3.0% |