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 |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND4+ years Service code 49 · EIN 22-6033381 | Other Services | $1,198,750 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $50,000 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 | Accounting | $36,700 |
SKY PRINTING LLC4+ years Service code 36 · EIN 45-3703552 | Copying and duplicating; Other fees | $22,868 |
THE SEGAL COMPANY3 years Filed as: SEGAL COMMUNICATIONS Service code 11 · EIN 13-1835864 | Actuarial | $22,558 |
SUSANIN WIDMAN & BRENNAN PC4+ years Filed as: SUSANIN WIDMAN & BRENNAN Service code 10 · EIN 23-2265950 | Accounting | $15,450 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 38 · EIN 06-1050034 | Participant Communication | $14,562 |
Service code 29 500 FRANK W. BURR BOULEVARD, STE 31 · TEANECK, NJ 07666 | Legal | $10,455 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,573 | $49,105+72.2% | $92,893-9.0% | $89,569-5.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 4.05% | 32.35%-28.3pp | 109.41%-105.4pp | 34.56%-30.5pp |
| Employer contribution / active EE | $5,033 | $3,373+49.2% | $3,653+37.8% | $2,584+94.7% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,236-100.0% | $4,220-100.0% |
| Admin fee / account holder | $104 | $93+12.5% | $5,794-98.2% | $72+45.4% |