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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $49,947 |
Service code 27 · EIN 46-5581996 | Advisory (Plan) | $41,505 |
TRONCONI SEGARRA & ASSOCIATES5+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $14,000 |
PDC NO. 4 HEALTH & WELFARE TRUST5+ years Service code 14 · EIN 16-6070541 585 AERO DRIVE · CHEEKTOWAGA, NY 14225 | Plan Administrator | $7,200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,587 | $66,601-40.6% | $92,893-57.4% | $67,579-41.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 23.67% | 92.58%-68.9pp | 109.41%-85.7pp | 378.56%-354.9pp |
| Employer contribution / active EE | $2,676 | $2,775-3.6% | $3,653-26.7% | $2,148+24.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $221 | $199+11.1% | $5,794-96.2% | $142+55.4% |