See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SEIU LOCAL 2000 H & W FUND5+ years Service code 15 · EIN 43-1598128 | Recordkeeping | $89,913 |
MARIA HERRERRA4 years Service code 30 · EIN 36-2435849 | Employee (plan); Direct payment from ... | $54,313 |
AMALGA TRUST5+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $38,240 |
ANDERS MINKLER HUBER & HELM LLP5+ years Service code 10 · EIN 43-0831507 | Accounting | $15,055 |
HAMMOND AND SHINNERS, P.C.2 years Filed as: HAMMOND AND SHINNERS PC Service code 29 · EIN 43-1164305 | Legal | $9,430 |
EKON BENEFITS5+ years Service code 11 · EIN 43-1317863 | Actuarial | $9,075 |
CHILTON CAPITAL MANAGEMENT LLC4 years Service code 19 · EIN 76-0488937 | Securities Custodian | $6,951 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,355 | $55,790-90.4% | $76,817-93.0% | $67,579-92.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 21.00% | 64.45%-43.4pp | 1166.11%-1145.1pp | 378.56%-357.6pp |
| Employer contribution / active EE | $761 | $1,810-57.9% | $2,302-66.9% | $2,148-64.6% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,336-100.0% | $3,539-100.0% |
| Admin fee / account holder | $141 | $159-11.5% | $6,420-97.8% | $142-1.0% |