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. 69010+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 LLC Service code 14 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Plan Administrator | $24,045 |
JOHNSON & KROL, LLC10+ years Filed as: JOHNSON AND KROL Service code 10 · EIN 36-4342024 300 S WACKER DRIVE, SUITE 1313 · CHICAGO, IL 60606 | Accounting | $22,597 |
INVESTMENT CONSULTING GROUP10+ years Filed as: INVESTMENT CONSULTING GROUP,INC Service code 70 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting Fees | $16,994 |
Filed as: JOHN HANCOCK LTC Service code 64 PO BOX 55978 · BOSTON, MA 02205 | Recordkeeping Fees | $11,355 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $11,250 |
Employer contribution per participant 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 | $37,990 | $82,917-54.2% | $103,333-63.2% | $77,643-51.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.60% | 19.13%-3.5pp | 24.88%-9.3pp | 31.24%-15.6pp |
| Employer contribution / active EE | $424 | $3,552-88.0% | $3,868-89.0% | $2,726-84.4% |
| Participant deferral / active EE | $2,352 | $4,108-42.7% | $5,057-53.5% | $4,647-49.4% |
| Admin fee / account holder | $233 | $638-63.5% | $8,355-97.2% | $430-45.9% |