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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 16-1350306 | Direct Payment | $56,395 |
MENGEL, METZGER, BARR & CO. LLP10+ years Service code 10 · EIN 16-1092347 | Accounting | $15,700 |
SMW LOCAL 112 WELFARE FUND10+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $13,677 |
SHEET METAL WORKERS LOCAL 11210+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $6,430 |
JUDITH J GUSH8 years Service code 10 · EIN 47-2595681 | Accounting | $5,040 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 | Investment Management | $4,777 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 | Recordkeeping Fees | $0 |
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 | $79,743 | $98,727-19.2% | $113,168-29.5% | $85,563-6.8% |
| Participation rate | 97.2% | 80.8%+16.4pp | 76.6%+20.6pp | 66.0%+31.2pp |
| Annual return | 11.52% | 17.43%-5.9pp | 24.27%-12.7pp | 31.51%-20.0pp |
| Employer contribution / active EE | $4,106 | $2,907+41.3% | $2,975+38.0% | $2,654+54.7% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $184 | $357-48.5% | $12,068-98.5% | $834-78.0% |