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 |
|---|---|---|
P&P WELFARE EDUCATIONAL FUND7 years Service code 15 · EIN 43-0657966 | Recordkeeping | $235,354 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $197,992 |
ANDERS MINKLER HUBER & HELM LLP10+ years Service code 10 · EIN 43-0831507 | Accounting | $94,628 |
HARTNETT REYES-JONES, LLC6 years Service code 29 · EIN 43-1205253 | Legal | $79,334 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
Filed as: GREENSFELDER, HEMKER & GALE Service code 29 · EIN 43-1313567 | Legal | $10,922 |
HITS SCANNING SOLUTIONS1 year Filed as: HITS SCANNING Service code 27 · EIN 43-1548486 | Advisory (Plan) | $8,422 |
CHARLES L. CRANE AGENCY10+ years Service code 23 · EIN 43-1394059 | Insurance services; Investment manage... | $0 |
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 | $106,127 | $241,101-56.0% | $103,333+2.7% | $199,593-46.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.86% | 17.80%-5.9pp | 24.88%-13.0pp | 34.25%-22.4pp |
| Employer contribution / active EE | $7,289 | $4,244+71.7% | $3,868+88.5% | $3,034+140.2% |
| Participant deferral / active EE | $652 | $3,958-83.5% | $5,057-87.1% | $5,087-87.2% |
| Admin fee / account holder | $219 | $288-24.0% | $8,355-97.4% | $269-18.7% |