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 |
|---|---|---|
SMW LOCAL 46 HEALTH FUND1 year Service code 49 · EIN 16-0760551 | Other Services | $50,194 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $24,089 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $19,318 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $15,750 |
J.A. MARIANO AGENCY5+ years Service code 22 · EIN 22-2280590 | Insurance Broker | $7,980 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,333 | $91,517-19.9% | $101,248-27.6% | $73,409-0.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 8.08% | 17.17%-9.1pp | 46.47%-38.4pp | 59.29%-51.2pp |
| Employer contribution / active EE | $3,409 | $2,877+18.5% | $3,660-6.8% | $2,234+52.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $221 | $216+2.2% | $5,945-96.3% | $158+39.7% |