See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $602,796 |
USW INDUSTRY 401(K) PLAN6+ years Filed as: USW LOCAL 286 Service code 49 · EIN 23-0724665 | Other Services | $321,687 |
CARLO SIMONE III6+ years Filed as: CARLO SIMONE, III Service code 30 · EIN 23-0724665 | Other fees; Employee (plan) | $83,116 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $42,716 |
LITTLER MENDELSON, P.C.6+ years Service code 29 · EIN 94-2602731 | Legal | $25,000 |
SPEAR WILDERMAN6+ years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $25,000 |
BEYER-BARBER COMPANY6+ years Filed as: BEYER BARBER COMPANY Service code 16 · EIN 23-2503024 | Consulting | $24,000 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 28 · EIN 13-2655998 | Investment Management | $12,500 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,651 | $105,190-86.1% | $98,907-85.2% | $90,288-83.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 11.27% | 18.52%-7.3pp | 196.43%-185.2pp | 53.97%-42.7pp |
| Employer contribution / active EE | $1,506 | $3,831-60.7% | $2,689-44.0% | $2,524-40.3% |
| Participant deferral / active EE | $406 | $5,616-92.8% | $4,244-90.4% | $4,232-90.4% |
| Admin fee / account holder | $203 | $97+108.6% | $6,642-96.9% | $114+78.0% |