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 |
|---|---|---|
IUOE LOCAL 877 ANNUITY PLAN3+ years Service code 49 · EIN 04-3228497 | Other Services | $34,350 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,553 |
MANZI & ASSOCIATES, LLC3+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $10,500 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 49 · EIN 34-1542819 | Other Services | $8,709 |
REID & RIEGE, P.C.3+ years Filed as: REID AND REIGE, PC Service code 29 · EIN 06-0867204 | Legal | $5,495 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,101 | $81,537-38.6% | $149,718-66.5% | $69,631-28.0% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.1%+5.6pp | 70.7%+21.9pp |
| Annual return | 17.76% | 22.79%-5.0pp | 1501.63%-1483.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $3,595 | $3,239+11.0% | $5,445-34.0% | $2,032+76.9% |
| Participant deferral / active EE | $369 | $4,994-92.6% | $6,569-94.4% | $3,224-88.6% |
| Admin fee / account holder | $243 | $107+127.3% | $11,283-97.8% | $110+120.0% |