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 |
|---|---|---|
JOHN SHALOO4+ years Service code 30 · EIN 22-2708962 | Direct payment from the plan; Employe... | $63,588 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $51,203 |
PATTI DUBOSQUE4+ years Service code 30 · EIN 22-2708962 | Employee (plan); Direct payment from ... | $49,005 |
LOCAL 1102 RWDSU1 year Filed as: UA LOCAL 322 HEALTH AND WELFARE FD Service code 49 · EIN 21-0699966 | Other Services | $43,036 |
JACKI SWANSON1 year Service code 30 · EIN 22-2708962 | Recordkeeping fees; Employee (plan); ... | $25,743 |
JENNINGS SIGMOND P.C.4+ years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 | Legal | $20,028 |
THE MCKEOGH COMPANY4+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $10,000 |
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 | $45,584 | $66,051-31.0% | $92,893-50.9% | $77,787-41.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 6.05% | 20.69%-14.6pp | 109.41%-103.4pp | 32.57%-26.5pp |
| Employer contribution / active EE | $4,002 | $3,426+16.8% | $3,653+9.6% | $2,504+59.8% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $152 | $148+3.1% | $5,794-97.4% | $100+52.3% |