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 |
|---|---|---|
SMW LOCAL 333 years Filed as: SHEET METAL WORKERS LOCAL 33 PSAP Service code 14 · EIN 31-1524549 | Plan Administrator | $174,801 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $75,000 |
BENESYS, INC.3 years Service code 14 · EIN 38-2383171 | Plan Administrator | $49,906 |
ALLOTTA FARLEY CO LPA3 years Filed as: ALLOTTA FARLEY CO., L.P.A. Service code 62 · EIN 34-1316963 | Float revenue; Recordkeeping fees | $34,079 |
SMW LOCAL 331 year Filed as: SMW LOCAL Service code 13 · EIN 31-1524549 | Contract Administrator | $17,238 |
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $15,208 |
Service code 11 · EIN 31-0800053 | Actuarial | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,031 | $76,774-55.7% | $112,228-69.7% | $77,904-56.3% |
| Participation rate | 86.5% | 80.2%+6.3pp | 75.1%+11.4pp | 73.7%+12.8pp |
| Annual return | -15.09% | -10.25%-4.8pp | 27.45%-42.5pp | 12.21%-27.3pp |
| Employer contribution / active EE | $3,264 | $3,977-17.9% | $3,635-10.2% | $2,848+14.6% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $77 | $239-67.9% | $6,410-98.8% | $133-42.1% |