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 FUND6+ years Service code 49 · EIN 22-6033381 | Other Services | $968,120 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $55,000 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 | Accounting | $36,700 |
THE SEGAL COMPANY5 years Filed as: SEGAL COMMUNICATIONS Service code 11 · EIN 13-1835864 | Actuarial | $24,845 |
Service code 29 61 PARAMUS ROAD, SUITE 250 · PARAMUS, NJ 07652 | Legal | $17,170 |
SUSANIN WIDMAN & BRENNAN PC6+ years Filed as: SUSANIN WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $16,528 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 38 · EIN 06-1050034 | Participant Communication | $14,630 |
SKY PRINTING LLC6+ years Service code 36 · EIN 45-3703552 | Other fees; Copying and duplicating | $12,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,231 | $65,673+72.4% | $109,143+3.7% | $106,520+6.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 15.03% | 15.69%-0.7pp | 25.75%-10.7pp | 19.28%-4.3pp |
| Employer contribution / active EE | $5,393 | $4,042+33.4% | $3,722+44.9% | $2,840+89.9% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $101 | $107-6.0% | $6,752-98.5% | $75+35.0% |