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 |
|---|---|---|
ROOFERS LOCAL NO. 22 WELFARE PLAN10+ years Service code 49 · EIN 23-7381527 | Other Services | $70,236 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $31,584 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 100 CORPORATE PKWY SUITE 338 · AMHERST, NY 14226 | Recordkeeping | $11,485 |
ROBERT PIZZO, ESQ.10+ years Filed as: ROBERT PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $8,000 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $7,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,182 | $86,944-82.5% | $107,525-85.9% | $74,304-79.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 4.96% | 23.52%-18.6pp | 181.32%-176.4pp | 29.43%-24.5pp |
| Employer contribution / active EE | $2,974 | $2,757+7.9% | $3,754-20.8% | $2,241+32.7% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $429 | $3,727-88.5% | $8,919-95.2% | $2,969-85.6% |