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 |
|---|---|---|
PLUMBERS LOCAL UNION NO. 6905+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 BEN Service code 14 · EIN 47-1064332 | Plan Administrator | $11,919 |
SCHEFFEL BOYLE5+ years Service code 10 · EIN 37-1206530 | Accounting | $8,000 |
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 | $70,872 | $136,307-48.0% | $177,821-60.1% | $73,488-3.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 10.58% | 18.68%-8.1pp | 48.32%-37.7pp | 28.51%-17.9pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,691 | $5,829-36.7% | $7,714-52.1% | $3,740-1.3% |
| Admin fee / account holder | $189 | $596-68.3% | $12,427-98.5% | $513-63.2% |