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 |
|---|---|---|
ULLICO1 year Filed as: UNION SPECIAL RETIREMENT Service code 13 · EIN 26-2167565 | Contract Administrator | $14,441 |
Service code 27 · EIN 47-2674388 | Advisory (Plan) | $10,091 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $9,800 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,996 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,012 | $65,376+56.0% | $87,100+17.1% | $65,185+56.5% |
| Participation rate | 80.9% | 75.3%+5.6pp | 76.9%+4.0pp | 70.2%+10.7pp |
| Annual return | 14.63% | 31.27%-16.6pp | 28.19%-13.6pp | 29.38%-14.8pp |
| Employer contribution / active EE | $174 | $1,822-90.5% | $2,521-93.1% | $2,177-92.0% |
| Participant deferral / active EE | $3,020 | $3,388-10.9% | $4,049-25.4% | $3,514-14.1% |
| Admin fee / account holder | $461 | $520-11.3% | $7,497-93.9% | $847-45.6% |