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 |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 18 · EIN 13-2646110 | Custodial (other than securities); Di... | $243,764 |
Filed as: P&P NO. 189 H&W FUND ADMINISTRATORS Service code 13 · EIN 31-6035546 | Contract Administrator | $163,552 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $117,315 |
CORE CAPITAL SOLUTIONS2 years Filed as: WA US CORE PLUS LLC Service code 27 · EIN 95-2705767 | Advisory (Plan) | $39,191 |
VORYS, SATER, SEYMOUR & PEASE10+ years Service code 29 · EIN 31-4333125 | Legal | $35,000 |
Service code 10 · EIN 31-0800053 | Accounting | $32,000 |
BRIDGE BENEFIT TECHNOLOGIES3 years Service code 27 · EIN 52-1796473 | Advisory (Plan) | $18,067 |
COMERICA BANK2 years Filed as: COMERICA Service code 19 · EIN 31-6083746 | Securities Custodian | $15,314 |
LANZ PRINTING1 year Filed as: LANZ PRINTING COMPANY Service code 50 · EIN 31-1424280 | Direct Payment | $9,154 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 27 · EIN 26-0567600 | Advisory (Plan) | $8,814 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 5.73% | 10.50%-4.8pp | 9.65%-3.9pp | 9.22%-3.5pp |
| Employer contribution / active EE | $12,790 | $14,720-13.1% | $26,259-51.3% | $13,567-5.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |