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 |
|---|---|---|
PLUMBERS & PIPEFITTERS 25 WELFARE3+ years Service code 13 · EIN 36-2510895 4600 46TH AVE · ROCK ISLAND, IL 61201 | Contract Administrator | $285,873 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE AVE SUITE 310 · CHICAGO, IL 60606 | Accounting | $13,607 |
Filed as: BAUM & SIGMAN Service code 29 · EIN 36-2744057 200 W ADAMS ST, SUITE 2200 · CHICAGO, IL 60606 | Legal | $13,238 |
INVESTMENT CONSULTING GROUP2+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE RD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,927 | $221,442-78.4% | $92,233-48.0% | $77,958-38.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 19.86% | 15.65%+4.2pp | 176.28%-156.4pp | 20.87%-1.0pp |
| Employer contribution / active EE | $854 | $3,226-73.5% | $3,679-76.8% | $2,310-63.0% |
| Participant deferral / active EE | $2,234 | $2,779-19.6% | $3,897-42.7% | $3,537-36.8% |
| Admin fee / account holder | $369 | $210+75.8% | $5,194-92.9% | $97+278.5% |