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 |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND10+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $717,877 |
Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $655,515 |
SARFINO AND RHOADES, LLP10+ years Service code 10 · EIN 52-0961657 | Accounting | $60,935 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $49,150 |
O'DONOGHUE & O'DONOGHUE10+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $21,980 |
SLEVIN & HART, P.C.5 years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $13,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,311 | $63,356+50.4% | $103,333-7.8% | $106,382-10.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.9%+30.1pp |
| Annual return | 15.26% | 14.77%+0.5pp | 24.88%-9.6pp | 17.37%-2.1pp |
| Employer contribution / active EE | $4,937 | $4,310+14.5% | $3,868+27.6% | $3,364+46.8% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $136 | $110+23.0% | $8,355-98.4% | $79+71.1% |