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 RWDSU7 years Filed as: UA LOCAL 322 HEALTH AND WELFARE FD Service code 49 · EIN 21-0699966 | Other Services | $196,153 |
JOHN SHALOO10+ years Service code 30 · EIN 22-2708962 | Recordkeeping fees; Direct payment fr... | $76,812 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $35,350 |
PFM ADVISORS6 years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 41-2003732 | Investment Management | $27,083 |
THE MCKEOGH COMPANY10+ 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 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $9,275 |
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 | $58,696 | $103,641-43.4% | $107,525-45.4% | $102,872-42.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 6.58% | 13.08%-6.5pp | 181.32%-174.7pp | 19.06%-12.5pp |
| Employer contribution / active EE | $4,254 | $5,096-16.5% | $3,754+13.3% | $3,526+20.6% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $131 | $276-52.6% | $8,919-98.5% | $292-55.2% |