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 |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND5+ years Filed as: IUOE PENSION FUND OF EASTERN PA Service code 15 · EIN 23-6405239 | Recordkeeping | $415,172 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 28 · EIN 58-1645832 | Investment Management | $51,808 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $49,084 |
Service code 49 · EIN 06-1050034 | Other Services | $43,238 |
CLEARY, JOSEM & TRIGIANI LLP5+ years Service code 29 · EIN 23-2657967 | Legal | $33,750 |
SMITH EDWARDS DUNLAP3 years Filed as: SMITH-EDWARDS-DUNLAP CO. Service code 49 · EIN 23-0539350 | Other Services | $17,388 |
THOMAS BEAL5+ years Filed as: THOMAS J. MCGOLDRICK, ESQUIRE Service code 29 35 SHEFFIELD COURT · COLLEGEVILLE, PA 19426 | Legal | $15,000 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 41-0449260 | Other Services | $6,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,011 | $49,105-24.6% | $92,893-60.2% | $89,569-58.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.81% | 32.35%-18.5pp | 109.41%-95.6pp | 34.56%-20.7pp |
| Employer contribution / active EE | $4,274 | $3,373+26.7% | $3,653+17.0% | $2,584+65.4% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,236-100.0% | $4,220-100.0% |
| Admin fee / account holder | $51 | $93-45.1% | $5,794-99.1% | $72-29.1% |