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 |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 27 · EIN 04-2452803 | Advisory (Plan) | $588,820 |
Service code 14 · EIN 31-6035546 | Plan Administrator | $194,836 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $96,804 |
VORYS, SATER, SEYMOUR & PEASE1+ years Service code 29 · EIN 31-4333125 | Legal | $35,086 |
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $25,127 |
FRUSH & ASSOCIATES, INC.1+ years Service code 10 · EIN 31-1308134 | Accounting | $24,500 |
BYRNE SOFTWARE1+ years Filed as: BRYNE SOFTWARE TECHNOLOGIES Service code 15 · EIN 43-1853340 | Recordkeeping | $23,265 |
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.37% | 3.49%-5.9pp | 4.16%-6.5pp | 7.18%-9.6pp |
| Employer contribution / active EE | $10,386 | $11,083-6.3% | $29,966-65.3% | $13,095-20.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |