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 |
|---|---|---|
LOCAL 1102 RWDSU4 years Filed as: UA LOCAL 322 HEALTH AND WELFARE FD Service code 49 · EIN 21-0699966 | Other Services | $73,280 |
JOHN SHALOO7+ years Service code 30 · EIN 22-2708962 | Recordkeeping fees; Employee (plan); ... | $69,804 |
PATTI DUBOSQUE7+ years Service code 30 · EIN 22-2708962 | Direct payment from the plan; Employe... | $54,314 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $34,500 |
JACKI SWANSON4 years Service code 30 · EIN 22-2708962 | Employee (plan); Recordkeeping fees; ... | $28,311 |
PFM ADVISORS3 years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 1735 MARKET STREET 43RD FLOOR · PHILADELPHIA, PA 19103 | Investment Management | $22,917 |
JENNINGS SIGMOND P.C.7+ years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 | Legal | $19,934 |
THE MCKEOGH COMPANY7+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,026 | $76,774-29.6% | $112,228-51.9% | $77,904-30.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -3.41% | -10.25%+6.8pp | 27.45%-30.9pp | 12.21%-15.6pp |
| Employer contribution / active EE | $3,230 | $3,977-18.8% | $3,635-11.1% | $2,848+13.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $181 | $239-24.2% | $6,410-97.2% | $133+36.6% |