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: JP MORGAN INVESTMENT MANAGEMENT Service code 25 245 PARK AVENUE · NEW YORK, NY 10167 | Directed Trustee | $730,432 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN BENEFIT CORP Service code 14 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Plan Administrator | $60,209 |
Filed as: FIFTH THIRD BANK Service code 19 600 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Securities Custodian | $27,322 |
BENEFIT SOLUTIONS INC6 years Service code 15 5347 US ROUTE 60 · HUNTINGTON, WV 25705 | Recordkeeping | $26,906 |
MACALA & PIATT, LLC7 years Service code 29 · EIN 34-1933033 601 S MAIN STREET · NORTH CANTON, OH 44720 | Legal | $20,913 |
Filed as: KOZICKI HUGHES TICKERHOOF, PLLC Service code 10 · EIN 55-0526247 32-20TH STREET, SUITE 300 · WHEELING, WV 26003 | Accounting | $20,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $19,260 |
GALLAGHER FIDUCIARY ADVISORS, LLC11+ years Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291971 THE GRANT BLD / 310 GRANT ST 802 · PITTSBURG, PA 15219 | Pension Consulting | $17,500 |
IBEW-NECA SERVICE CENTER6 years Filed as: IBEW LOCAL UNION 141 Service code 99 82 BURKHAM CT · WHEELING, WV 26003 | Other Fees | $13,768 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,088 | $61,058+276.8% | $71,209+223.1% | $85,563+168.9% |
| Participation rate | 96.0% | 58.6%+37.4pp | 73.8%+22.2pp | 66.0%+30.0pp |
| Annual return | 13.06% | 100.41%-87.4pp | 282.51%-269.5pp | 31.51%-18.5pp |
| Employer contribution / active EE | $13,326 | $2,199+506.1% | $2,721+389.7% | $2,654+402.2% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,175-100.0% | $4,375-100.0% |
| Admin fee / account holder | $1,737 | $855+103.3% | $5,349-67.5% | $834+108.3% |