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 |
|---|---|---|
IATSE LOCAL UNION 7806 years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $10,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,700 | $51,576+2.2% | $129,207-59.2% | $80,856-34.8% |
| Participation rate | 85.3% | 57.0%+28.4pp | 69.6%+15.7pp | 67.6%+17.7pp |
| Annual return | 10.79% | 20.81%-10.0pp | 9417.33%-9406.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $5,298 | $1,584+234.5% | $4,153+27.6% | $2,755+92.3% |
| Participant deferral / active EE | $3,132 | $2,669+17.4% | $4,168-24.8% | $4,296-27.1% |
| Admin fee / account holder | $471 | $4,305-89.1% | $7,715-93.9% | $6,918-93.2% |