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 |
|---|---|---|
UA LOCAL 3433 years Filed as: U.A. LOCAL 343 JOINT SERVICES Service code 13 · EIN 94-6092775 | Contract Administrator | $139,212 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $84,198 |
KRAW LAW GROUP1 year Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $66,548 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027902 | Accounting | $46,794 |
VERUS1 year Filed as: VERUS ADVISORY, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $27,500 |
MATRIX TRUST COMPANY4 years Service code 24 · EIN 75-3182674 | Discretionary Trustee | $18,865 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $6,122 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,432 | $241,101-80.3% | $103,333-54.1% | $199,593-76.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 13.44% | 17.80%-4.4pp | 24.88%-11.4pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,251 | $4,244-70.5% | $3,868-67.6% | $3,034-58.8% |
| Participant deferral / active EE | $718 | $3,958-81.9% | $5,057-85.8% | $5,087-85.9% |
| Admin fee / account holder | $288 | $288+0.1% | $8,355-96.6% | $269+7.1% |