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 |
|---|---|---|
LORETTA MITSOS-PAVINI10+ years Service code 30 · EIN 23-2041188 | Employee (plan); Direct payment from ... | $52,000 |
IORNWORKERS LOCAL UNION 3995 years Service code 14 · EIN 21-0482990 | Plan Administrator | $51,646 |
Service code 16 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Consulting | $28,210 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $22,107 |
ARISTOTLE CAPITAL MANAGEMENT4 years Filed as: ARISTOTLE Service code 16 11100 SANTA MONICA BLVD, SUITE 1700 · LOS ANGELES, CA 90025 | Consulting | $15,907 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER BARKSDALE Service code 16 1 BURTON HILLS BLVD · NASHVILLE, TN 37215 | Consulting | $15,325 |
LAZARD ASSET MANAGEMENT6 years Service code 16 · EIN 98-0437848 | Consulting | $11,983 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY CONSULTING GROUP Service code 27 · EIN 11-2418191 | Advisory (Plan) | $11,283 |
CLEARY, JOSEM & TRIGIANI LLP8 years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 · EIN 23-2657967 | Legal | $6,900 |
INVESCO1 year Service code 16 225 LIBERTY ST · NEW YORK, NY 10281 | Consulting | $5,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,767 | $131,799-55.4% | $200,582-70.7% | $85,563-31.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 6.45% | 21.59%-15.1pp | 42.33%-35.9pp | 31.51%-25.1pp |
| Employer contribution / active EE | $4,967 | $4,532+9.6% | $6,419-22.6% | $2,654+87.2% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $527 | $235+124.2% | $16,305-96.8% | $834-36.8% |