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 |
|---|---|---|
IBEW-NECA SERVICE CENTER2+ years Filed as: IBEW LOCAL 129 BENEFIT FUNDS Service code 14 · EIN 34-1841503 2235 WEST PARK DRIVE B · LORAIN, OH 44053 | Plan Administrator | $39,984 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN V JANUZZI CPA Service code 10 · EIN 34-1631968 7710 RICE RD · AMHERST, OH 44001 | Accounting | $5,850 |
Filed as: MASSACHUSETTS MUTUAL LIFE INC CO Service code 72 | Other investment fees and expenses | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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 | $87,547 | $71,802+21.9% | $133,980-34.7% | $57,658+51.8% |
| Participation rate | 98.8% | 85.5%+13.3pp | 87.1%+11.7pp | 70.2%+28.6pp |
| Annual return | 7.02% | 13.51%-6.5pp | 29.30%-22.3pp | 5.13%+1.9pp |
| Employer contribution / active EE | $3,722 | $3,161+17.7% | $5,211-28.6% | $1,974+88.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $120 | $88+37.4% | $9,324-98.7% | $95+27.4% |