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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND4+ years Service code 15 · EIN 11-6244552 | Recordkeeping | $2,181,002 |
Service code 28 · EIN 04-2895544 | Investment Management | $382,393 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $288,445 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $250,940 |
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $201,823 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $200,251 |
ULLICO4+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $195,892 |
AMERICAN REALTY ADVISORS4+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $190,181 |
PNC BANK, N.A.2 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $97,494 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $69,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,909 | $95,776+70.1% | $162,163+0.5% | $77,787+109.4% |
| Participation rate | 66.7% | 88.6%-22.0pp | 87.6%-20.9pp | 73.2%-6.6pp |
| Annual return | 3.50% | 37.03%-33.5pp | 115.59%-112.1pp | 32.57%-29.1pp |
| Employer contribution / active EE | $13,537 | $3,874+249.5% | $5,614+141.1% | $2,504+440.5% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $867 | $88+888.3% | $10,843-92.0% | $100+766.0% |