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 |
|---|---|---|
LOCAL 3 SALES PENSION1+ years Service code 49 · EIN 36-6527340 | Other Services | $12,000 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $7,900 |
ELITE ADMINISTRATION1+ years Filed as: ELITE ADMINISTRATION & INSURANCE Service code 22 · EIN 36-2238689 | Insurance Broker | $0 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $169,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | - |
| Annual return | -3.69% | 15.23%-18.9pp | 7.98%-11.7pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $23,724-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $53-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $636-100.0% | - |