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 SHALOO9+ years Service code 30 · EIN 22-2708962 | Recordkeeping fees; Employee (plan); ... | $73,715 |
LOCAL 1102 RWDSU6 years Filed as: UA LOCAL 322 HEALTH AND WELFARE FD Service code 49 · EIN 21-0699966 | Other Services | $58,401 |
PATTI DUBOSQUE9+ years Service code 30 · EIN 22-2708962 | Employee (plan); Recordkeeping fees; ... | $41,248 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $34,500 |
PFM ADVISORS5 years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 41-2003732 | Investment Management | $25,000 |
THE MCKEOGH COMPANY9+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $12,000 |
Filed as: LINDABURDY,MCCORMICK,ESTABROOK,COOP Service code 29 · EIN 22-1943351 | Legal | $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 | $56,706 | $241,101-76.5% | $103,333-45.1% | $199,593-71.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.37% | 17.80%-7.4pp | 24.88%-14.5pp | 34.25%-23.9pp |
| Employer contribution / active EE | $3,865 | $4,244-8.9% | $3,868-0.1% | $3,034+27.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $142 | $288-50.8% | $8,355-98.3% | $269-47.3% |