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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Distributi... | $761,826 |
IBEW LOCAL UNION NO. 12610+ years Service code 14 · EIN 23-1302203 | Plan Administrator | $234,085 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $42,558 |
FOX ROTHSCHILD LLP3 years Filed as: FOX ROTHSCHILD, LLP Service code 29 · EIN 23-1404723 | Legal | $36,655 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GRAYSTONE Service code 28 · EIN 26-4310632 | Investment Management | $20,000 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $19,942 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $155,558 | $117,739+32.1% | $107,525+44.7% | $117,739+32.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 76.6%+23.4pp |
| Annual return | 14.46% | 17.29%-2.8pp | 181.32%-166.9pp | 17.29%-2.8pp |
| Employer contribution / active EE | $13,286 | $3,746+254.7% | $3,754+254.0% | $3,746+254.7% |
| Participant deferral / active EE | $292 | $6,128-95.2% | $5,116-94.3% | $6,128-95.2% |
| Admin fee / account holder | $175 | $112+56.1% | $8,919-98.0% | $112+56.1% |