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. 6908+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 LLC Service code 14 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Plan Administrator | $18,370 |
INVESTMENT CONSULTING GROUP8+ years Filed as: INVESTMENT CONSULTING GROUP,INC Service code 70 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting Fees | $14,273 |
JOHNSON & KROL, LLC8+ years Filed as: JOHNSON AND KROL Service code 10 · EIN 36-4342024 300 S WACKER DRIVE, SUITE 1313 · CHICAGO, IL 60606 | Accounting | $12,973 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $7,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,469 | $106,236-60.0% | $112,228-62.2% | $64,808-34.5% |
| Participation rate | 72.2% | 71.7%+0.6pp | 75.1%-2.8pp | 71.5%+0.8pp |
| Annual return | -18.89% | -6.02%-12.9pp | 27.45%-46.3pp | 32.82%-51.7pp |
| Employer contribution / active EE | $253 | $3,166-92.0% | $3,635-93.0% | $2,506-89.9% |
| Participant deferral / active EE | $2,365 | $3,785-37.5% | $4,728-50.0% | $4,310-45.1% |
| Admin fee / account holder | $204 | $452-54.8% | $6,410-96.8% | $188+8.7% |