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 |
|---|---|---|
INT'L UNION OF BAC1 year Filed as: INT'L BROTHERHOOD OF ELECTRICAL WOR Service code 14 · EIN 35-1860603 PO BOX 50440 · INDIANAPOLIS, IN 462500440 | Plan Administrator | $162,179 |
HEALTHSCOPE BENEFITS2+ years Filed as: HEALTHSCOPE BENEFITS INC Service code 13 · EIN 71-0847266 PO BOX 50440 · INDIANAPOLIS, IN 462500440 | Contract Administrator | $33,440 |
K.B. PARRISH & CO. LLP1 year Service code 10 · EIN 35-0905983 6840 EAGLE HIGHLANDS WAY · INDIANAPOLIS, IN 462542693 | Accounting | $16,525 |
FILLENWARTH DENNERLINE GROTH & TOWE2+ years Service code 29 · EIN 35-1091323 429 EAST VERMONT ST. SUITE 200 · INDIANAPOLIS, IN 46202 | Legal | $6,752 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,995 | $60,545+38.7% | $92,233-8.9% | $69,631+20.6% |
| Participation rate | 94.6% | 72.2%+22.5pp | 76.5%+18.2pp | 70.7%+23.9pp |
| Annual return | 12.78% | 19.71%-6.9pp | 176.28%-163.5pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $4,319 | $2,633+64.0% | $3,679+17.4% | $2,032+112.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $217 | $145+49.9% | $5,194-95.8% | $110+96.5% |