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 FUND8+ years Service code 49 · EIN 22-6033381 | Other Services | $1,249,673 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $105,000 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 38 · EIN 06-1050034 | Participant Communication | $90,888 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $36,700 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $28,138 |
SUSANIN WIDMAN & BRENNAN PC8+ years Filed as: SUSANIN WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $17,083 |
EXPRESS PRESS PRINTING2 years Service code 36 · EIN 22-3510937 | Other services; Other fees; Copying a... | $15,056 |
Service code 29 61 PARAMUS ROAD, SUITE 250 · PARAMUS, NJ 07652 | Legal | $12,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,224 | $55,730+99.6% | $96,683+15.0% | $96,393+15.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 5.96% | 12.78%-6.8pp | 35.69%-29.7pp | 22.88%-16.9pp |
| Employer contribution / active EE | $6,577 | $4,014+63.9% | $3,737+76.0% | $3,238+103.1% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,878-100.0% | $5,455-100.0% |
| Admin fee / account holder | $221 | $105+109.3% | $6,730-96.7% | $74+198.7% |