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. 6906+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 LLC Service code 14 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Plan Administrator | $15,390 |
INVESTMENT CONSULTING GROUP6+ years Filed as: INVESTMENT CONSULTING GROUP,INC Service code 70 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting Fees | $11,212 |
JOHNSON & KROL, LLC6+ years Filed as: JOHNSON AND KROL Service code 10 · EIN 36-4342024 300 S WACKER DRIVE, SUITE 1313 · CHICAGO, IL 60606 | Accounting | $6,958 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $6,500 |
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 | $45,961 | $69,362-33.7% | $101,248-54.6% | $73,488-37.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 19.17% | 18.46%+0.7pp | 46.47%-27.3pp | 28.51%-9.3pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,842 | $3,300+16.4% | $4,370-12.1% | $3,740+2.7% |
| Admin fee / account holder | $171 | $704-75.7% | $5,945-97.1% | $513-66.7% |