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: I.B.E.W. LOCAL 490 PENSION FUND Service code 14 · EIN 02-6026500 | Plan Administrator | $42,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 84-0467907 | Direct Payment | $33,340 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $18,333 |
NOVAK FRANCELLA LLC7 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,833 |
KRAKOW & SOURIS9 years Filed as: KRAKOW, SOURIS & LANDRY LLC Service code 29 · EIN 04-3363718 | Legal | $10,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $6,142 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,331 | $95,880-15.2% | $107,525-24.4% | $85,563-4.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 12.38% | 68.06%-55.7pp | 181.32%-168.9pp | 31.51%-19.1pp |
| Employer contribution / active EE | $2,313 | $3,812-39.3% | $3,754-38.4% | $2,654-12.8% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $377 | $1,025-63.3% | $8,919-95.8% | $834-54.9% |