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 FUND3 years Service code 49 · EIN 16-0760551 | Other Services | $41,677 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $24,402 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 50 · EIN 26-4310632 | Direct Payment | $22,592 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 | Accounting | $15,750 |
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 | $67,206 | $106,236-36.7% | $112,228-40.1% | $64,808+3.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -12.38% | -6.02%-6.4pp | 27.45%-39.8pp | 32.82%-45.2pp |
| Employer contribution / active EE | $4,546 | $3,166+43.6% | $3,635+25.1% | $2,506+81.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $207 | $452-54.2% | $6,410-96.8% | $188+10.2% |