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 15006 years Service code 49 · EIN 13-5342295 | Other Services | $560,889 |
Filed as: ARIA EMPLOYEE BENEFIT SERVICES Service code 13 · EIN 46-0666987 | Contract Administrator | $234,109 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $155,433 |
Service code 49 · EIN 11-2569806 | Other Services | $53,200 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $16,344 |
THE SEGAL COMPANY8 years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $11,000 |
COLLERAN, O'HARA & MILLS LLP9 years Service code 29 · EIN 11-2940050 | Legal | $5,882 |
AJV LLC4 years Service code 15 · EIN 34-3939564 | Recordkeeping | $5,708 |
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 | $3,427 | $99,062-96.5% | $81,812-95.8% | $99,062-96.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 72.3%+27.7pp | 71.6%+28.4pp |
| Annual return | 4.41% | 17.66%-13.3pp | 773.79%-769.4pp | 17.66%-13.3pp |
| Employer contribution / active EE | $1,441 | $3,262-55.8% | $2,912-50.5% | $3,262-55.8% |
| Participant deferral / active EE | $0 | $5,331-100.0% | $4,319-100.0% | $5,331-100.0% |
| Admin fee / account holder | $77 | $109-29.5% | $7,386-99.0% | $109-29.5% |