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 | $83,369+168.1% | $105,223+112.4% | $67,986+228.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 14.24% | 24.64%-10.4pp | 180.65%-166.4pp | 31.67%-17.4pp |
| Employer contribution / active EE | $12,703 | $2,541+400.0% | $3,689+244.4% | $2,019+529.3% |
| Participant deferral / active EE | $555 | $3,295-83.2% | $5,072-89.1% | $3,358-83.5% |
| Admin fee / account holder | $699 | $4,073-82.8% | $8,859-92.1% | $3,203-78.2% |