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 |
|---|---|---|
Filed as: JOHN HANCOCK LTC Service code 64 PO BOX 55978 · BOSTON, MA 02205 | Recordkeeping Fees | $45,730 |
PLUMBERS LOCAL UNION NO. 69011+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 LLC Service code 14 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Plan Administrator | $27,281 |
INVESTMENT CONSULTING GROUP11+ years Filed as: INVESTMENT CONSULTING GROUP,INC Service code 70 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting Fees | $18,454 |
CALIBRE CPA GROUP PLLC11+ years Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $11,250 |
JOHNSON & KROL, LLC11+ years Filed as: JOHNSON AND KROL Service code 10 · EIN 36-4342024 300 S WACKER DRIVE, SUITE 1313 · CHICAGO, IL 60606 | Accounting | $6,745 |
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 | $40,119 | $95,880-58.2% | $107,525-62.7% | $85,563-53.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 15.91% | 68.06%-52.2pp | 181.32%-165.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $551 | $3,812-85.5% | $3,754-85.3% | $2,654-79.2% |
| Participant deferral / active EE | $2,918 | $4,201-30.5% | $5,116-43.0% | $4,375-33.3% |
| Admin fee / account holder | $255 | $1,025-75.1% | $8,919-97.1% | $834-69.4% |