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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OPER PLASTERS AND CEMENT MASONS 497 Service code 99 2901 WEST BELTLINE HIGHWAY STE 100 · MADISON, WI 53713 | Other Fees | $45,833 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 1415 W. DIEHL ROAD, SUITE 400 · NAPERVILLE, IL 60563 | Accounting | $12,000 |
Filed as: EMPOWERMENT RETIREMENT Service code 28 PO BOX 1800 · DENVER, CO 80201 | Investment Management | $11,004 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,710 |
BENEFIT PLAN ADMINISTRATORS5+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE STE 950 · MILWAUKEE, WI 53224 | Plan Administrator | $10,089 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,725 | $69,362-81.7% | $101,248-87.4% | $73,488-82.7% |
| Participation rate | 92.0% | 68.4%+23.7pp | 75.8%+16.2pp | 70.7%+21.4pp |
| Annual return | 4.67% | 18.46%-13.8pp | 46.47%-41.8pp | 28.51%-23.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $293 | $3,300-91.1% | $4,370-93.3% | $3,740-92.2% |
| Admin fee / account holder | $237 | $704-66.3% | $5,945-96.0% | $513-53.8% |