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 |
|---|---|---|
IBEW LOCAL 56 HEALTH AND WELFARE5+ years Service code 15 · EIN 25-1158956 PO BOX 3326 · ERIE, PA 16508 | Recordkeeping | $18,143 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $17,500 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Investment Management | $11,910 |
MEYER, UNKOVIC & SCOTT5+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $8,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,346 | $69,362+60.5% | $101,248+10.0% | $73,488+51.5% |
| Participation rate | 95.9% | 68.4%+27.5pp | 75.8%+20.0pp | 70.7%+25.2pp |
| Annual return | 8.13% | 18.46%-10.3pp | 46.47%-38.3pp | 28.51%-20.4pp |
| Employer contribution / active EE | $5,917 | $2,628+125.1% | $3,660+61.7% | $2,270+160.7% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $260 | $704-63.1% | $5,945-95.6% | $513-49.4% |