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 |
|---|---|---|
PLU NO. 200 WELFARE FUND10+ years Service code 49 · EIN 11-3124836 | Other Services | $56,912 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 06-1050034 | Investment Management | $55,324 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 28 · EIN 04-2895544 | Investment Management | $48,237 |
INVESCO8 years Service code 28 · EIN 26-6399613 | Investment Management | $34,816 |
Service code 29 · EIN 26-0873462 | Legal | $19,050 |
QUAN-VEST CONSULTANTS, INC.8 years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $18,720 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $9,021 |
KMR SYSTEMS CORP8 years Service code 49 · EIN 13-3192128 | Other Services | $8,642 |
Annual investment return 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 | $49,988 | $95,880-47.9% | $107,525-53.5% | $85,563-41.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 3.85% | 68.06%-64.2pp | 181.32%-177.5pp | 31.51%-27.7pp |
| Employer contribution / active EE | $8,151 | $3,812+113.8% | $3,754+117.1% | $2,654+207.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $146 | $1,025-85.7% | $8,919-98.4% | $834-82.5% |