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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 21 · EIN 23-1707341 | Bank Trustee | $364,583 |
Filed as: IATSE LOCAL 2 Service code 35 · EIN 36-0906745 | Direct payment from the plan; Employe... | $97,210 |
Filed as: BENEFITS MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $25,088 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $22,000 |
MAURY KELLER, CPA1 year Filed as: MAURY COLLINS Service code 24 · EIN 36-3248809 | Discretionary Trustee | $5,027 |
Annual investment return 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 | $41,969 | $57,570-27.1% | $121,098-65.3% | $80,160-47.6% |
| Participation rate | 99.2% | 58.8%+40.3pp | 69.5%+29.7pp | 72.9%+26.2pp |
| Annual return | 10.21% | 20.42%-10.2pp | 985.75%-975.5pp | 40.38%-30.2pp |
| Employer contribution / active EE | $4,240 | $2,119+100.1% | $4,164+1.8% | $2,978+42.4% |
| Participant deferral / active EE | $0 | $3,092-100.0% | $4,080-100.0% | $5,017-100.0% |
| Admin fee / account holder | $241 | $121+99.0% | $5,644-95.7% | $145+66.3% |