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 RWDSU5 years Filed as: UA LOCAL 322 HEALTH AND WELFARE FD Service code 49 · EIN 21-0699966 | Other Services | $76,826 |
JOHN SHALOO8+ years Service code 30 · EIN 22-2708962 | Employee (plan); Direct payment from ... | $71,948 |
PATTI DUBOSQUE8+ years Service code 30 · EIN 22-2708962 | Recordkeeping fees; Direct payment fr... | $39,716 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $34,500 |
PFM ADVISORS4 years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 1735 MARKET STREET 43RD FLOOR · PHILADELPHIA, PA 19103 | Investment Management | $27,083 |
JENNINGS SIGMOND P.C.8+ years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 | Legal | $12,585 |
THE MCKEOGH COMPANY8+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $12,000 |
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 | $53,593 | $88,480-39.4% | $96,683-44.6% | $80,160-33.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -0.48% | 22.53%-23.0pp | 35.69%-36.2pp | 40.38%-40.9pp |
| Employer contribution / active EE | $3,989 | $4,176-4.5% | $3,737+6.8% | $2,978+34.0% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $116 | $212-45.3% | $6,730-98.3% | $145-20.1% |