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 |
|---|---|---|
Service code 13 5600 NEW KING DR · TROY, MI 48098 | Contract Administrator | $116,339 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON SECURITIES CORPORATION Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $100,256 |
AMERICAN REALTY ADVISORS10+ years Service code 28 515 S. FLOWER ST. · LOS ANGELES, CA 90071 | Investment Management | $90,668 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $85,873 |
CUNI, RUST & STRENK10+ years Filed as: CUNI, RUST, & STRENK Service code 11 4555 LAKE FOREST DRIVE · CINCINNATI, OH 452425617 | Actuarial | $64,325 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 16 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Consulting | $42,000 |
Filed as: BARINGS CORE PROPERTY FUND Service code 28 1295 STATE STREET MIP340 · SPRINGFIELD, MA 01111 | Investment Management | $39,213 |
Filed as: FIFTH THIRD BANK Service code 19 38 FOUNTAIN SQ PLAZA · CINCINNATI, OH 45202 | Securities Custodian | $32,531 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S INC Service code 10 · EIN 34-1638235 | Accounting | $23,900 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 34895 GROESBECK HWY · CLINTON TWP, MI 48035 | Copying and duplicating | $22,230 |
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.
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 | 9.27% | 9.24%0pp | 9.65%-0.4pp | 10.71%-1.4pp |
| Employer contribution / active EE | $11,567 | $14,215-18.6% | $26,259-56.0% | $14,986-22.8% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |