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 |
|---|---|---|
SHEET METAL CONTROL BOARD3 years Filed as: SHEET METAL WORKERS LOC #19 PENSION Service code 15 · EIN 23-1494364 | Recordkeeping | $336,964 |
Filed as: INVESTMENT PERFORMANCE SERVICES, Service code 27 · EIN 58-2432392 | Advisory (Plan) | $74,000 |
NOVAK FRANCELLA LLC6+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $20,700 |
SPEAR WILDERMAN6+ years Service code 29 · EIN 23-2749511 | Legal | $16,391 |
SUSANIN WIDMAN & BRENNAN PC6+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $16,391 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 28 · EIN 22-1211670 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,763 | $45,719+170.7% | $96,139+28.7% | $93,030+33.0% |
| Participation rate | 100.0% | 45.8%+54.2pp | 68.4%+31.6pp | 73.9%+26.1pp |
| Annual return | 28.77% | 3211.95%-3183.2pp | 191.94%-163.2pp | 158.70%-129.9pp |
| Employer contribution / active EE | $6,657 | $1,139+484.7% | $2,797+138.0% | $2,706+146.0% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $4,349-100.0% | $4,562-100.0% |
| Admin fee / account holder | $142 | $128+10.9% | $5,537-97.4% | $152-6.4% |