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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $119,678 |
LOCAL 1102 RWDSU5+ years Filed as: LOCAL 17 FRINGE BENEFIT FUND Service code 13 · EIN 34-1472960 | Contract Administrator | $65,325 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
GOLDSTEIN GRAGEL LLC5+ years Filed as: GOLDSTEIN & GRAGEL LLC Service code 29 · EIN 26-3575398 | Legal | $20,268 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $7,940 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,642 | $81,719-55.2% | $101,248-63.8% | $90,288-59.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 1.51% | 337.64%-336.1pp | 46.47%-45.0pp | 53.97%-52.5pp |
| Employer contribution / active EE | $4,429 | $3,622+22.3% | $3,660+21.0% | $2,524+75.5% |
| Participant deferral / active EE | $145 | $3,310-95.6% | $4,370-96.7% | $4,232-96.6% |
| Admin fee / account holder | $81 | $162-50.0% | $5,945-98.6% | $114-29.0% |