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 FUND5+ years Service code 49 · EIN 22-6033381 | Other Services | $1,052,674 |
SKY PRINTING LLC5+ years Service code 36 · EIN 45-3703552 | Other fees; Copying and duplicating | $92,769 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $50,000 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 | Accounting | $36,700 |
THE SEGAL COMPANY4 years Filed as: SEGAL COMMUNICATIONS Service code 11 · EIN 13-1835864 | Actuarial | $20,000 |
SUSANIN WIDMAN & BRENNAN PC5+ years Filed as: SUSANIN WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $17,911 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 38 · EIN 06-1050034 | Participant Communication | $14,807 |
Service code 29 61 PARAMUS ROAD, SUITE 250 · PARAMUS, NJ 07652 | Legal | $10,433 |
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 | $86,295 | $52,155+65.5% | $101,248-14.8% | $106,222-18.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 3.12% | 13.07%-10.0pp | 46.47%-43.4pp | 21.69%-18.6pp |
| Employer contribution / active EE | $4,919 | $3,414+44.1% | $3,660+34.4% | $2,723+80.6% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,600-100.0% |
| Admin fee / account holder | $97 | $102-4.4% | $5,945-98.4% | $78+23.9% |