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 |
|---|---|---|
LOCAL 1102 RWDSU3+ years Filed as: LOCAL 17 FRINGE BENEFIT FUND Service code 13 · EIN 34-1472960 P.O. BOX 6327 · CLEVELAND, OH 441011327 | Contract Administrator | $67,046 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 1300 E. NINTH ST., 1900 · CLEVELAND, OH 441141593 | Advisory (Plan) | $25,000 |
TRAMER SHORE & ZWICK3+ years Filed as: TRAMER, SHORE & ZWICK CPA'S Service code 10 · EIN 34-1736265 23775 COMMERCE PARK · BEACHWOOD, OH 44122 | Accounting | $7,350 |
GOLDSTEIN GRAGEL LLC1 year Filed as: GOLDSTEIN, GRAGEL LLC Service code 29 · EIN 26-3575398 | Legal | $5,063 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,279 | $56,443-18.0% | $83,848-44.8% | $55,725-17.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 5.89% | 393.67%-387.8pp | 850.88%-845.0pp | 244.93%-239.0pp |
| Employer contribution / active EE | $5,161 | $2,682+92.5% | $3,631+42.1% | $2,078+148.3% |
| Participant deferral / active EE | $165 | $2,965-94.4% | $4,082-95.9% | $3,356-95.1% |
| Admin fee / account holder | $99 | $156-36.9% | $5,478-98.2% | $115-14.4% |