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. 6902+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 BEN Service code 14 · EIN 47-1064332 | Plan Administrator | $12,362 |
HAMMOND AND SHINNERS, P.C.2+ years Filed as: HAMMOND & SHINNERS P.C. Service code 29 · EIN 43-1429257 | Legal | $7,415 |
SCHEFFEL BOYLE2+ years Service code 10 · EIN 37-1206530 | Accounting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,394 | $89,739-38.3% | $149,718-63.0% | $62,292-11.1% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.83% | 21.01%-7.2pp | 1501.63%-1487.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,941 | $4,797-38.7% | $6,569-55.2% | $3,169-7.2% |
| Admin fee / account holder | $187 | $551-66.1% | $11,283-98.3% | $479-61.0% |