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 |
|---|---|---|
USW INDUSTRY 401(K) PLAN1 year Filed as: USW DISTRICT 10 LOCAL 286 UNION Service code 49 · EIN 23-0724665 | Other Services | $441,341 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $104,545 |
CARLO SIMONE III8+ years Filed as: CARLO SIMONE, III Service code 30 · EIN 23-0724665 | Other fees; Employee (plan) | $89,910 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $43,849 |
LITTLER MENDELSON, P.C.8+ years Service code 29 · EIN 94-2602731 | Legal | $25,000 |
SPEAR WILDERMAN8+ years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $25,000 |
FOSTER & FOSTER2 years Filed as: FOSTER & FOSTER, INC. Service code 16 · EIN 59-1921114 | Consulting | $24,000 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 28 · EIN 13-2655998 | Investment Management | $12,500 |
NATIONAL FINANCIAL SERVICES6 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.
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 | $12,599 | $136,266-90.8% | $90,749-86.1% | $77,904-83.8% |
| Participation rate | 100.0% | 86.6%+13.4pp | 75.7%+24.3pp | 73.7%+26.3pp |
| Annual return | -15.79% | -11.32%-4.5pp | -12.16%-3.6pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,558 | $4,215-63.0% | $2,921-46.7% | $2,848-45.3% |
| Participant deferral / active EE | $481 | $6,353-92.4% | $4,564-89.5% | $4,806-90.0% |
| Admin fee / account holder | $226 | $399-43.3% | $8,445-97.3% | $133+70.6% |