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 |
|---|---|---|
SHEET METAL CONTROL BOARD4 years Filed as: SHEET METAL WORKERS LOC #19 PENSION Service code 15 · EIN 23-1494364 | Recordkeeping | $358,177 |
Filed as: INVESTMENT PERFORMANCE SERVICES, Service code 27 · EIN 58-2432392 | Advisory (Plan) | $81,083 |
NOVAK FRANCELLA LLC7+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $23,300 |
SPEAR WILDERMAN7+ years Service code 29 · EIN 23-2749511 | Legal | $16,883 |
SUSANIN WIDMAN & BRENNAN PC7+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $13,393 |
Filed as: KENNEDY PRINTING COMPANY INC. Service code 36 · EIN 23-1699861 | Direct payment from the plan; Copying... | $6,415 |
TD WEALTH MANAGEMENT1 year Filed as: TD BANK, N.A. Service code 15 · EIN 01-0137770 | Recordkeeping | $6,025 |
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 | $112,985 | $37,317+202.8% | $77,024+46.7% | $77,904+45.0% |
| Participation rate | 100.0% | 46.9%+53.1pp | 67.9%+32.1pp | 73.7%+26.3pp |
| Annual return | -4.94% | -5.88%+0.9pp | 42.32%-47.3pp | 12.21%-17.1pp |
| Employer contribution / active EE | $6,969 | $1,218+472.1% | $2,812+147.8% | $2,848+144.7% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $4,426-100.0% | $4,806-100.0% |
| Admin fee / account holder | $145 | $126+15.7% | $5,425-97.3% | $133+9.7% |