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 | $257,307 |
MATRIX TRUST COMPANY6+ years Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 25 · EIN 75-3182674 | Directed Trustee | $153,099 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 17 · EIN 23-1702591 | Pension Consulting | $86,494 |
Filed as: NEYHART, ANDERSON, ET AL. Service code 29 · EIN 94-2576729 | Legal | $49,361 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $29,183 |
STEPHEN HORN INSURANCE SERVICES6+ years Filed as: STEPHEN HORN INSURANCE Service code 53 · EIN 94-3249244 | Insurance Commissions | $12,483 |
PRINT TIME6+ years Filed as: PRINT 2 ASSIST Service code 36 · EIN 71-0944528 | Direct payment from the plan; Copying... | $12,311 |
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 | $97,544 | $81,719+19.4% | $101,248-3.7% | $90,288+8.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 11.63% | 337.64%-326.0pp | 46.47%-34.8pp | 53.97%-42.3pp |
| Employer contribution / active EE | $7,833 | $3,622+116.3% | $3,660+114.1% | $2,524+210.3% |
| Participant deferral / active EE | $3,889 | $3,310+17.5% | $4,370-11.0% | $4,232-8.1% |
| Admin fee / account holder | $248 | $162+52.9% | $5,945-95.8% | $114+117.0% |