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 |
|---|---|---|
ILA BENEFIT FUND OFFICE10+ years Service code 14 · EIN 23-1734119 | Plan Administrator | $94,493 |
STRATEGIC ADVISORS, INC.9 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,556 |
COZEN O'CONNOR7 years Filed as: COZEN O'CONNER Service code 29 457 HADDONFIELD ROAD · CHERRY HILL, NJ 08002 | Legal | $15,000 |
SPEAR WILDERMAN3 years Service code 29 230 BROAD ST. STE 1400 · PHILADELPHIA, PA 19102 | Legal | $15,000 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 3000 S LENOLA RD STE 400, · MAPLE SHADE, NJ 08052 | Recordkeeping | $14,262 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $8,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 50 · EIN 04-2647786 | Direct Payment | -$104,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,099 | $55,416+129.4% | $75,972+67.3% | $77,643+63.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 15.38% | 17.07%-1.7pp | 359.55%-344.2pp | 31.24%-15.9pp |
| Employer contribution / active EE | $11,407 | $1,788+538.1% | $2,685+324.9% | $2,726+318.5% |
| Participant deferral / active EE | $1,578 | $3,447-54.2% | $4,255-62.9% | $4,647-66.0% |
| Admin fee / account holder | $177 | $414-57.3% | $6,467-97.3% | $430-58.9% |