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 |
|---|---|---|
PLUMBERS LOCAL UNION NO. 6905+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 LLC Service code 14 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Plan Administrator | $14,439 |
INVESTMENT CONSULTING GROUP5+ years Filed as: INVESTMENT CONSULTING GROUP,INC Service code 70 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting Fees | $10,657 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $6,350 |
JOHNSON & KROL, LLC5+ years Filed as: JOHNSON AND KROL Service code 10 · EIN 36-4342024 300 S WACKER DRIVE, SUITE 1313 · CHICAGO, IL 60606 | Accounting | $5,690 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,042 | $63,114-22.3% | $92,893-47.2% | $65,185-24.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 23.98% | 28.75%-4.8pp | 109.41%-85.4pp | 29.38%-5.4pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,810 | $3,108+22.6% | $4,236-10.1% | $3,514+8.4% |
| Admin fee / account holder | $203 | $624-67.4% | $5,794-96.5% | $847-76.0% |