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 |
|---|---|---|
IBEW LOCAL 43 ANNUITY FUND2+ years Service code 14 · EIN 51-6052602 | Plan Administrator | $359,040 |
Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $327,722 |
BLITMAN & KING2+ years Service code 29 · EIN 16-1047301 | Legal | $48,027 |
Filed as: PINNACLE INVESTMENTS, INC. Service code 27 · EIN 20-5319494 | Advisory (Plan) | $30,000 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $20,625 |
MARCO CONSULTING GROUP2+ years Service code 16 · EIN 36-3555078 | Consulting | $20,000 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $7,257 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment 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 | $83,678 | $221,442-62.2% | $92,233-9.3% | $77,958+7.3% |
| Participation rate | 97.6% | 79.6%+18.0pp | 76.5%+21.1pp | 71.6%+25.9pp |
| Annual return | 10.28% | 15.65%-5.4pp | 176.28%-166.0pp | 20.87%-10.6pp |
| Employer contribution / active EE | $3,606 | $3,226+11.8% | $3,679-2.0% | $2,310+56.1% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $224 | $210+6.9% | $5,194-95.7% | $97+130.1% |