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 |
|---|---|---|
Filed as: SHEET METAL WORKERS LOC #19 PENSION Service code 15 · EIN 23-1494364 | Recordkeeping | $363,102 |
Filed as: INVESTMENT PERFORMANCE SERVICES, Service code 27 · EIN 58-2432392 | Advisory (Plan) | $74,000 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $20,800 |
SPEAR WILDERMAN4+ years Service code 29 · EIN 23-2749511 | Legal | $15,450 |
SUSANIN WIDMAN & BRENNAN PC4+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $15,450 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 28 · EIN 22-1211670 | Investment Management | $0 |
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 | $97,913 | $41,617+135.3% | $84,611+15.7% | $77,787+25.9% |
| Participation rate | 100.0% | 45.0%+55.0pp | 68.2%+31.8pp | 73.2%+26.8pp |
| Annual return | 9.45% | 24.97%-15.5pp | 258.74%-249.3pp | 32.57%-23.1pp |
| Employer contribution / active EE | $5,858 | $1,061+452.1% | $2,652+120.9% | $2,504+133.9% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,899-100.0% | $3,967-100.0% |
| Admin fee / account holder | $149 | $121+23.3% | $4,912-97.0% | $100+49.0% |