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 FUND8+ years Service code 27 · EIN 51-6052602 | Advisory (Plan) | $187,180 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 | Direct Payment | $111,589 |
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $60,414 |
BLITMAN & KING8+ years Service code 29 · EIN 16-1047301 | Legal | $43,854 |
Filed as: PINNACLE INVESTMENTS, INC. Service code 50 · EIN 20-5319494 | Direct Payment | $32,500 |
MARCO CONSULTING GROUP8+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $28,000 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $26,100 |
JOSEPH W. MCCARTHY & ASSOCIATES8+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $11,430 |
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,156 | $88,480+25.6% | $96,683+15.0% | $80,160+38.7% |
| Participation rate | 94.5% | 79.9%+14.7pp | 74.3%+20.2pp | 72.9%+21.6pp |
| Annual return | 10.81% | 22.53%-11.7pp | 35.69%-24.9pp | 40.38%-29.6pp |
| Employer contribution / active EE | $6,282 | $4,176+50.4% | $3,737+68.1% | $2,978+111.0% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $235 | $212+11.1% | $6,730-96.5% | $145+62.4% |