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 BOARD6 years Filed as: SHEET METAL WORKERS LOC #19 PENSION Service code 50 · EIN 23-1494364 | Direct Payment | $260,652 |
Filed as: INVESTMENT PERFORMANCE SERVICES, Service code 27 · EIN 58-2432392 | Advisory (Plan) | $82,500 |
NOVAK FRANCELLA LLC9+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,900 |
SPEAR WILDERMAN9+ years Service code 29 · EIN 23-2749511 | Legal | $17,911 |
SUSANIN WIDMAN & BRENNAN PC9+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $16,391 |
Filed as: TD BANK, NA Service code 15 · EIN 01-0137770 | Recordkeeping | $6,976 |
KENNEDY PRINTING CO., INC.3 years Filed as: KENNEDY PRINTING COMPANY INC. Service code 36 · EIN 23-1699861 | Copying and duplicating; Direct payme... | $5,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,118 | $44,897+174.2% | $84,966+44.9% | $199,593-38.3% |
| Participation rate | 100.0% | 45.7%+54.3pp | 67.5%+32.5pp | 72.0%+28.0pp |
| Annual return | 14.56% | 20.96%-6.4pp | 66.38%-51.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $7,397 | $1,365+441.7% | $2,727+171.2% | $3,034+143.8% |
| Participant deferral / active EE | $0 | $2,668-100.0% | $4,519-100.0% | $5,087-100.0% |
| Admin fee / account holder | $119 | $584-79.6% | $6,149-98.1% | $269-55.7% |