See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 UNION 373 U.A. ANNUITY FUND1+ years Service code 49 · EIN 13-3323430 P.O. BOX 58 · MOUNTAINVILLE, NY 10953 | Other Services | $69,296 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $57,161 |
MARVIN AND COMPANY, P.C.1+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $14,700 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 17 · EIN 22-3502478 9000 MIDLANTIC DRIVE, SUITE 100 · MT LAUREL, NJ 08054 | Pension Consulting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,830 | $50,498+20.5% | $75,781-19.7% | $55,191+10.2% |
| Participation rate | 36.3% | 69.4%-33.2pp | 75.8%-39.6pp | 69.2%-32.9pp |
| Annual return | -0.12% | 1.80%-1.9pp | 9.68%-9.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $3,086 | $2,291+34.7% | $3,323-7.1% | $1,899+62.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $204 | $123+66.0% | $5,299-96.1% | $91+124.9% |