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 FUND6+ years Filed as: IUOE PENSION FUND OF EASTERN PA Service code 15 · EIN 23-6405239 | Recordkeeping | $436,032 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 28 · EIN 58-1645832 | Investment Management | $54,758 |
Service code 49 · EIN 06-1050034 | Other Services | $48,100 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $45,500 |
CLEARY, JOSEM & TRIGIANI LLP6+ years Service code 29 · EIN 23-2657967 | Legal | $44,110 |
THOMAS BEAL6+ years Filed as: THOMAS J. MCGOLDRICK, ESQUIRE Service code 29 35 SHEFFIELD COURT · COLLEGEVILLE, PA 19426 | Legal | $13,110 |
SMITH EDWARDS DUNLAP4 years Filed as: SMITH-EDWARDS-DUNLAP CO. Service code 49 · EIN 23-0539350 | Other Services | $9,226 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 41-0449260 | Other Services | $5,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,763 | $73,497-43.2% | $101,248-58.8% | $93,223-55.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 9.35% | 11.66%-2.3pp | 46.47%-37.1pp | 19.29%-9.9pp |
| Employer contribution / active EE | $4,095 | $3,600+13.8% | $3,660+11.9% | $2,680+52.8% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $53 | $121-56.2% | $5,945-99.1% | $79-33.1% |