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: EMPOWER Service code 14 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Plan Administrator | $311,162 |
SHEET METAL CONTROL BOARD7 years Filed as: SHEET METAL WORKERS LOC #19 PENSION Service code 50 · EIN 23-1494364 | Direct Payment | $234,455 |
Filed as: INVESTMENT PERFORMANCE SERVICES, Service code 27 · EIN 58-2432392 | Advisory (Plan) | $82,500 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,100 |
SPEAR WILDERMAN10+ years Service code 29 · EIN 23-2749511 | Legal | $18,179 |
SUSANIN WIDMAN & BRENNAN PC10+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $16,890 |
THE BANK OF NEW YORK MELLON2 years Filed as: TD BANK, NA Service code 15 · EIN 01-0137770 | Recordkeeping | $7,186 |
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 | $133,386 | $52,224+155.4% | $88,946+50.0% | $102,872+29.7% |
| Participation rate | 82.9% | 40.8%+42.2pp | 68.8%+14.1pp | 73.0%+9.9pp |
| Annual return | 7.47% | 16.96%-9.5pp | 57.82%-50.4pp | 19.06%-11.6pp |
| Employer contribution / active EE | $7,311 | $1,241+489.2% | $2,555+186.1% | $3,526+107.3% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $4,581-100.0% | $5,535-100.0% |
| Admin fee / account holder | $203 | $1,723-88.2% | $8,261-97.5% | $292-30.6% |