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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $151,577 |
LOCAL UNION 124 BENEFIT OFFICE9+ years Service code 13 · EIN 43-1662293 | Contract Administrator | $103,168 |
Service code 29 · EIN 43-1174269 | Legal | $63,386 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,489 |
RUBINBROWN LLP9+ years Service code 10 · EIN 43-0765316 | Accounting | $18,200 |
CONSTRUCTION BENEFITS AUDIT CORP9+ years Service code 10 · EIN 43-1244218 | Accounting | $13,516 |
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 | $57,024 | $88,480-35.6% | $96,683-41.0% | $80,160-28.9% |
| Participation rate | 86.4% | 79.9%+6.6pp | 74.3%+12.1pp | 72.9%+13.5pp |
| Annual return | 18.11% | 22.53%-4.4pp | 35.69%-17.6pp | 40.38%-22.3pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,737-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,129 | $3,959+4.3% | $4,878-15.4% | $5,017-17.7% |
| Admin fee / account holder | $149 | $212-29.6% | $6,730-97.8% | $145+2.8% |