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 |
|---|---|---|
SHEET METAL CONTROL BOARD4+ years Service code 13 · EIN 41-1562581 | Contract Administrator | $144,624 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $136,502 |
MEKETA INVESTMENT GROUP3 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $100,000 |
MCGRANN SHEA CARNIVAL STRAUGHN & LA4+ years Service code 29 · EIN 41-1654544 | Legal | $36,502 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $15,700 |
Participant contribution per participant 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 | $75,989 | $60,396+25.8% | $83,848-9.4% | $75,289+0.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.28% | 3.84%-9.1pp | 850.88%-856.2pp | -0.04%-5.2pp |
| Employer contribution / active EE | $4,463 | $3,343+33.5% | $3,631+22.9% | $2,405+85.6% |
| Participant deferral / active EE | $217 | $2,922-92.6% | $4,082-94.7% | $3,739-94.2% |
| Admin fee / account holder | $97 | $141-31.6% | $5,478-98.2% | $102-5.6% |