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 |
|---|---|---|
NECA MILW. CH.1+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $130,445 |
ELEC. CONST. PEN. PLAN1+ years Service code 24 · EIN 39-1291994 | Discretionary Trustee | $124,802 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909 | Insurance Broker | $39,222 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $31,438 |
REILLY, PENNER & BENTON LLP1+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409 | Accounting | $26,501 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,785 | $54,392+13.6% | $84,750-27.1% | $63,975-3.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -2.20% | 611.38%-613.6pp | 22.78%-25.0pp | 48.65%-50.9pp |
| Employer contribution / active EE | $2,538 | $2,943-13.8% | $3,574-29.0% | $2,182+16.3% |
| Participant deferral / active EE | $800 | $2,593-69.1% | $3,712-78.4% | $3,356-76.2% |
| Admin fee / account holder | $113 | $136-16.9% | $5,332-97.9% | $70+60.3% |