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 |
|---|---|---|
Filed as: P&P LOCAL 25 BENEFIT FUND LLC Service code 14 · EIN 82-2768063 | Plan Administrator | $24,310 |
LANER MUCHIN1 year Filed as: LANER MUCHIN, LTD Service code 29 · EIN 36-3088463 | Legal | $19,527 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Filed as: BAUM SIGMAN AUERBACH AND NEWMAN Service code 29 · EIN 36-2744057 | Legal | $11,593 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $11,250 |
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 | $38,543 | $82,917-53.5% | $103,333-62.7% | $77,643-50.4% |
| Participation rate | 99.6% | 71.6%+28.1pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 16.79% | 19.13%-2.3pp | 24.88%-8.1pp | 31.24%-14.4pp |
| Employer contribution / active EE | $4,411 | $3,552+24.2% | $3,868+14.0% | $2,726+61.8% |
| Participant deferral / active EE | $2,762 | $4,108-32.8% | $5,057-45.4% | $4,647-40.6% |
| Admin fee / account holder | $205 | $638-67.8% | $8,355-97.5% | $430-52.3% |