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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $115,963 |
IBEW LOCAL NO. 7 ANNUITY6 years Filed as: IBEW LOCAL NO. 7 ANNUITY FUND Service code 14 · EIN 04-2733497 | Plan Administrator | $78,362 |
Filed as: LAPIER, DILLON & ASSOCIATES, PC Service code 10 · EIN 32-0048525 | Accounting | $17,160 |
KRAKOW & SOURIS1 year Filed as: KRAKOW, SOURIS AND LANDRY, LLC Service code 29 90 CANAL STREET · BOSTON, MA 02114 | Legal | $13,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,097 | $106,236-28.4% | $112,228-32.2% | $64,808+17.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -5.11% | -6.02%+0.9pp | 27.45%-32.6pp | 32.82%-37.9pp |
| Employer contribution / active EE | $4,508 | $3,166+42.4% | $3,635+24.0% | $2,506+79.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $234 | $452-48.3% | $6,410-96.4% | $188+24.4% |