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 825 WELFARE FUND10+ years Service code 49 · EIN 22-6033381 | Other Services | $1,494,492 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $162,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $78,905 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $40,067 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $30,755 |
Service code 29 · EIN 31-1425096 | Legal | $30,000 |
SUSANIN WIDMAN & BRENNAN PC2 years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $30,000 |
Filed as: EMPOWER ADVISED ASSETS GROUP, LLC Service code 28 · EIN 41-0418150 | Investment Management | $6,895 |
EXPRESS PRESS PRINTING4 years Service code 36 · EIN 22-3510937 | Copying and duplicating; Other fees; ... | $5,230 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,930 | $140,769-9.8% | $107,525+18.0% | $140,769-9.8% |
| Participation rate | 95.6% | 74.2%+21.5pp | 75.1%+20.6pp | 74.2%+21.5pp |
| Annual return | 7.74% | 16.82%-9.1pp | 181.32%-173.6pp | 16.82%-9.1pp |
| Employer contribution / active EE | $7,002 | $3,906+79.3% | $3,754+86.5% | $3,906+79.3% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $346 | $229+50.7% | $8,919-96.1% | $229+50.7% |