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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 |
|---|---|---|
JERMAIN, DUNNAGAN & OWENS, PC1+ years Service code 29 · EIN 92-0116216 | Legal | $26,538 |
LABOR TRUST SERVICES, INC.1+ years Service code 13 · EIN 92-0134212 | Contract Administrator | $24,202 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $16,979 |
Filed as: WELFARE PENSION ADMIN SVCS, INC. Service code 13 · EIN 91-1363171 | Contract Administrator | $6,140 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,089 | $50,498-74.1% | $75,781-82.7% | $55,191-76.3% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -2.83% | 1.80%-4.6pp | 9.68%-12.5pp | 10.78%-13.6pp |
| Employer contribution / active EE | $1,662 | $2,291-27.4% | $3,323-50.0% | $1,899-12.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $133 | $123+7.8% | $5,299-97.5% | $91+46.1% |