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 FUND4+ years Service code 14 | Plan Administrator | $342,937 |
BLITMAN & KING4+ years Service code 29 · EIN 16-1047301 | Legal | $39,343 |
Filed as: PINNACLE INVESTMENTS, INC. Service code 27 · EIN 20-5319494 | Advisory (Plan) | $30,000 |
MARCO CONSULTING GROUP4+ years Service code 16 · EIN 36-3555078 | Consulting | $25,000 |
BONADIO & CO., LLP4+ years Service code 50 · EIN 16-1131146 | Direct Payment | $21,700 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $9,480 |
JOSEPH W. MCCARTHY & ASSOCIATES4+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 50 · EIN 16-1120588 | Direct Payment | $6,465 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $875 |
MANNING & NAPIER4+ years Service code 52 · EIN 02-0476209 | 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 | $92,994 | $66,051+40.8% | $92,893+0.1% | $77,787+19.6% |
| Participation rate | 96.7% | 81.0%+15.7pp | 76.0%+20.7pp | 73.2%+23.5pp |
| Annual return | 5.04% | 20.69%-15.7pp | 109.41%-104.4pp | 32.57%-27.5pp |
| Employer contribution / active EE | $4,159 | $3,426+21.4% | $3,653+13.9% | $2,504+66.1% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | -$37 | $148-125.2% | $5,794-100.6% | $100-137.2% |