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 FUND9+ years Service code 49 · EIN 22-6033381 | Other Services | $1,258,528 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 38 · EIN 06-1050034 | Participant Communication | $252,623 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $135,000 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 | Accounting | $38,900 |
EXPRESS PRESS PRINTING3 years Service code 36 · EIN 22-3510937 | Other services; Copying and duplicati... | $34,971 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $28,625 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $18,939 |
Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $16,883 |
Service code 29 · EIN 31-1425096 | Legal | $12,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,816 | $63,356+90.7% | $103,333+16.9% | $106,382+13.6% |
| Participation rate | 96.7% | 84.3%+12.4pp | 74.5%+22.1pp | 69.9%+26.8pp |
| Annual return | 8.32% | 14.77%-6.5pp | 24.88%-16.6pp | 17.37%-9.1pp |
| Employer contribution / active EE | $6,755 | $4,310+56.7% | $3,868+74.7% | $3,364+100.8% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $328 | $110+197.8% | $8,355-96.1% | $79+314.1% |