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 |
|---|---|---|
PLUMBERS LOCAL UNION NO. 69010+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 551 Service code 24 PO BOX 156 · WEST FRANKFORT, IL 62896 | Discretionary Trustee | $72,000 |
EKON ADVISORS4 years Service code 27 · EIN 47-4491266 | Advisory (Plan) | $59,527 |
EKON BENEFITS10+ years Service code 12 · EIN 43-1317863 | Claims processing | $8,360 |
MERTZ INSURANCE6 years Service code 23 P.O. BOX 34697 · OMAHA, NE 68134 | Insurance services | $5,750 |
Service code 10 206 W ARGONNE DR # 200 · KIRKWOOD, MO 63122 | Accounting | $2,065 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,498 | $86,944+157.1% | $107,525+107.9% | $74,304+200.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 14.24% | 23.52%-9.3pp | 181.32%-167.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $12,703 | $2,757+360.8% | $3,754+238.4% | $2,241+466.8% |
| Participant deferral / active EE | $555 | $3,554-84.4% | $5,116-89.2% | $3,767-85.3% |
| Admin fee / account holder | $699 | $3,727-81.2% | $8,919-92.2% | $2,969-76.5% |