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 FUND9+ years Service code 99 · EIN 51-6052602 | Other Fees | $300,496 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $232,971 |
BLITMAN & KING9+ years Service code 29 · EIN 16-1047301 | Legal | $51,125 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $43,830 |
JOSEPH W. MCCARTHY & ASSOCIATES9+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $30,914 |
MARCO CONSULTING GROUP9+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $28,000 |
Filed as: PINNACLE INVESTMENTS, INC. Service code 50 · EIN 20-5319494 | Direct Payment | $27,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,119 | $241,101-48.5% | $103,333+20.1% | $199,593-37.8% |
| Participation rate | 94.9% | 78.3%+16.6pp | 74.5%+20.4pp | 72.0%+22.9pp |
| Annual return | 13.66% | 17.80%-4.1pp | 24.88%-11.2pp | 34.25%-20.6pp |
| Employer contribution / active EE | $6,903 | $4,244+62.6% | $3,868+78.5% | $3,034+127.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $171 | $288-40.6% | $8,355-98.0% | $269-36.4% |