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 |
|---|---|---|
SHEET METAL CONTROL BOARD1+ years Filed as: SHEET METAL WORKERS NATIONAL PENSIO Service code 10 · EIN 52-6112463 8403 ARLINGTON BLVD. SUITE 300 · FAIRFAX, DC 22031 | Accounting | $102,846 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $39,497 |
SELVIN AND HART1+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE. N. W. · WASHINGTON, DC 20036 | Legal | $32,092 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, SUITE 1200 WEST · BETHESDA, MD 20814 | Accounting | $29,650 |
ULLICO1+ years Filed as: ULLICO CASUALTY GROUP, INC. Service code 22 · EIN 52-2197710 1625 EYE STREET, NW · WASHINGTON, DC 20006 | Insurance Broker | $13,696 |
MORROW & CO., LLC1+ years Filed as: MORROW & CO Service code 10 · EIN 48-1142979 470 WEST AVENUE · STAMFORD, CT 06902 | Accounting | $7,650 |
SASMI1+ years Service code 49 · EIN 23-7315003 | Other Services | $7,093 |
Filed as: JOHN HANCOCK RETIREMENT Service code 28 690 CANTON STREET · WESTWOOD, MA 02090 | Investment Management | $6,628 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,903 | $48,096-75.3% | $75,781-84.3% | $67,505-82.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 0.92% | 0.30%+0.6pp | 9.68%-8.8pp | 6.52%-5.6pp |
| Employer contribution / active EE | $355 | $2,549-86.1% | $3,323-89.3% | $2,173-83.6% |
| Participant deferral / active EE | $340 | $3,109-89.0% | $3,651-90.7% | $3,597-90.5% |
| Admin fee / account holder | $38 | $82-54.2% | $5,299-99.3% | $56-33.1% |