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 |
|---|---|---|
UFCW LOCAL 15003 years Service code 49 · EIN 13-5342295 | Other Services | $183,382 |
Filed as: ARIA EMPLOYEE BENEFIT SERVICES Service code 13 · EIN 46-0666987 | Contract Administrator | $127,029 |
Service code 49 · EIN 11-2569806 | Other Services | $39,200 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,432 |
BERDON LLP5 years Service code 10 · EIN 13-0485070 | Accounting | $15,489 |
THE SEGAL COMPANY5 years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $11,000 |
AJV LLC1 year Service code 15 · EIN 34-3939564 | Recordkeeping | $7,341 |
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 | $2,192 | $101,517-97.8% | $98,442-97.8% | $101,517-97.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 73.3%+26.7pp | 74.6%+25.4pp |
| Annual return | 7.42% | 21.00%-13.6pp | 1492.73%-1485.3pp | 21.00%-13.6pp |
| Employer contribution / active EE | $1,981 | $2,973-33.4% | $2,960-33.1% | $2,973-33.4% |
| Participant deferral / active EE | $0 | $4,873-100.0% | $4,276-100.0% | $4,873-100.0% |
| Admin fee / account holder | $51 | $139-63.1% | $5,949-99.1% | $139-63.1% |