See peer percentile detail with Solo.
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 |
|---|---|---|
ALAN BILLER & ASSOCIATES4+ years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $39,104 |
Filed as: IRONWORKERS EMPLOYEE BENEFIT CORP Service code 13 · EIN 95-3084599 | Contract Administrator | $30,000 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $9,700 |
SALTZMAN & JOHNSON3 years Service code 29 · EIN 94-2376174 | Legal | $8,913 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,247-100.0% | $87,100-100.0% | $77,787-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 76.9%-76.9pp | 73.2%-73.2pp |
| Annual return | 5.35% | 24.52%-19.2pp | 28.19%-22.8pp | 32.57%-27.2pp |
| Employer contribution / active EE | $287 | $2,895-90.1% | $2,521-88.6% | $2,504-88.5% |
| Participant deferral / active EE | $91 | $5,060-98.2% | $4,049-97.8% | $3,967-97.7% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |