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: ROOFERS LOCAL 33 ADMIN FD Service code 14 · EIN 04-2628775 53 EVANS DRIVE · STOUGHTON, MA 02072 | Plan Administrator | $257,787 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 51 · EIN 20-1325746 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $81,915 |
MANZI & ASSOCIATES, LLC2 years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $27,500 |
MEKETA INVESTMENT GROUP1 year Service code 16 · EIN 04-2659023 | Consulting | $20,000 |
KRAKOW & SOURIS10+ years Service code 29 · EIN 04-3363718 | Legal | $11,125 |
Filed as: EMPOWER ADIVSORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,343 |
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 | $139,377 | $103,641+34.5% | $107,525+29.6% | $102,872+35.5% |
| Participation rate | 72.4% | 79.4%-7.0pp | 75.1%-2.6pp | 73.0%-0.6pp |
| Annual return | 11.55% | 13.08%-1.5pp | 181.32%-169.8pp | 19.06%-7.5pp |
| Employer contribution / active EE | $9,311 | $5,096+82.7% | $3,754+148.1% | $3,526+164.0% |
| Participant deferral / active EE | $4,303 | $3,789+13.6% | $5,116-15.9% | $5,535-22.3% |
| Admin fee / account holder | $461 | $276+67.1% | $8,919-94.8% | $292+57.9% |