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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $541,211 |
IBEW LOCAL 43 ANNUITY FUND10+ years Service code 99 · EIN 51-6052602 | Other Fees | $465,954 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047301 | Legal | $42,332 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $34,250 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $30,627 |
PINNACLE FINANCIAL SERVICES, INC.10+ years Filed as: PINNACLE INVESTMENTS, INC. Service code 49 · EIN 20-5319494 | Other Services | $30,000 |
MARCO CONSULTING GROUP10+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $28,000 |
EXETER TRUST COMPANY1 year Service code 21 · EIN 02-0476209 | Bank Trustee | $0 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,209 | $103,641+34.3% | $107,525+29.5% | $102,872+35.3% |
| Participation rate | 93.5% | 79.4%+14.1pp | 75.1%+18.5pp | 73.0%+20.5pp |
| Annual return | 10.62% | 13.08%-2.5pp | 181.32%-170.7pp | 19.06%-8.4pp |
| Employer contribution / active EE | $7,701 | $5,096+51.1% | $3,754+105.2% | $3,526+118.4% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $270 | $276-2.4% | $8,919-97.0% | $292-7.8% |