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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,676 |
LOCAL UNION 124 BENEFIT OFFICE8+ years Service code 13 · EIN 43-1662293 | Contract Administrator | $67,907 |
Service code 29 · EIN 43-1174269 | Legal | $50,352 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $19,944 |
RUBINBROWN LLP8+ years Service code 10 · EIN 43-0765316 | Accounting | $19,700 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 333 WEST 34TH ST. · NEW YORK, NY 100012402 | Direct payment from the plan; Insuran... | $19,449 |
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 | $50,480 | $76,774-34.2% | $112,228-55.0% | $77,904-35.2% |
| Participation rate | 73.2% | 80.2%-7.0pp | 75.1%-1.9pp | 73.7%-0.5pp |
| Annual return | -16.80% | -10.25%-6.5pp | 27.45%-44.2pp | 12.21%-29.0pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,635-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,632 | $3,778-30.3% | $4,728-44.3% | $4,806-45.2% |
| Admin fee / account holder | $135 | $239-43.3% | $6,410-97.9% | $133+2.1% |