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 |
|---|---|---|
SHEET METAL CONTROL BOARD10+ years Service code 13 · EIN 41-1562581 | Contract Administrator | $195,328 |
MEKETA INVESTMENT GROUP9 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,000 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $92,699 |
Filed as: SHUMAKER, LOOP & KENRICK, LLP Service code 29 · EIN 34-4439491 | Legal | $38,700 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $27,615 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $25,389 |
Filed as: SIERRA INVESTMENT MANAGEMENT Service code 28 · EIN 68-0370668 | Investment Management | $10,565 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,256 | $241,101-50.5% | $103,333+15.4% | $199,593-40.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.04% | 17.80%-6.8pp | 24.88%-13.8pp | 34.25%-23.2pp |
| Employer contribution / active EE | $4,517 | $4,244+6.4% | $3,868+16.8% | $3,034+48.9% |
| Participant deferral / active EE | $751 | $3,958-81.0% | $5,057-85.1% | $5,087-85.2% |
| Admin fee / account holder | $120 | $288-58.3% | $8,355-98.6% | $269-55.4% |