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 |
|---|---|---|
Filed as: ASBESTOS WORKERS LOCAL UNION 55 DEF Service code 99 · EIN 63-0474674 908 BUTLER DRIVE · MOBILE, AL 36609 | Other Fees | $56,034 |
Service code 14 · EIN 63-0474674 908 BUTLER DRIVE · MOBILE, AL 36609 | Plan Administrator | $9,600 |
CERESA M FRENKEL PC6 years Service code 10 · EIN 72-1400033 6324 PICCADILLY SQUARE DR · MOBILE, AL 36609 | Accounting | $8,500 |
KIMBERLY C WALKER PC9 years Service code 29 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Legal | $4,052 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,461 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,455 | $86,944-92.6% | $107,525-94.0% | $74,304-91.3% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 2.00% | 23.52%-21.5pp | 181.32%-179.3pp | 29.43%-27.4pp |
| Employer contribution / active EE | $832 | $2,757-69.8% | $3,754-77.8% | $2,241-62.9% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $208 | $3,727-94.4% | $8,919-97.7% | $2,969-93.0% |