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: U.A. LOCAL 342 JOINT MGMT COOP COMM Service code 13 · EIN 68-0315768 | Contract Administrator | $228,427 |
MATRIX TRUST COMPANY5+ years Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 25 · EIN 75-3182674 | Directed Trustee | $136,292 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 17 · EIN 23-1702591 | Pension Consulting | $83,485 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $28,619 |
Filed as: NEYHART, ANDERSON, ET AL. Service code 29 · EIN 94-2576729 | Legal | $24,188 |
PRINT TIME5+ years Filed as: PRINT 2 ASSIST Service code 36 · EIN 71-0944528 | Copying and duplicating; Direct payme... | $9,671 |
STEPHEN HORN INSURANCE SERVICES5+ years Filed as: STEPHEN HORN INSURANCE Service code 53 · EIN 94-3249244 | Insurance Commissions | $7,323 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,318 | $66,051+33.7% | $92,893-4.9% | $77,787+13.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 17.50% | 20.69%-3.2pp | 109.41%-91.9pp | 32.57%-15.1pp |
| Employer contribution / active EE | $7,759 | $3,426+126.5% | $3,653+112.4% | $2,504+209.8% |
| Participant deferral / active EE | $3,982 | $3,013+32.1% | $4,236-6.0% | $3,967+0.4% |
| Admin fee / account holder | $221 | $148+49.6% | $5,794-96.2% | $100+120.9% |