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 |
|---|---|---|
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $106,169 |
MILLIMAN, INC.9 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $101,104 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY HLDGS Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $89,447 |
HAMLIN CAPITAL MANAGEMENT, LLC10+ years Service code 51 · EIN 52-2344187 | Investment Mgmt Fees | $70,233 |
Filed as: NOVARA, TESIJA, & CATENACCI, PLLC Service code 29 · EIN 38-3507129 | Legal | $67,996 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART PARTNERS, INC. Service code 27 · EIN 39-1711628 | Advisory (Plan) | $60,787 |
JOHNSON & KROL, LLC1 year Filed as: JOHNSON & KROLL LLC Service code 29 · EIN 36-4342024 | Legal | $27,473 |
Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $21,983 |
J. SCHAEFER & COMPANY LLC3 years Filed as: J SCHAEFER & COMPANY LLC Service code 10 · EIN 82-3706925 | Accounting | $18,500 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 51 · EIN 27-4411131 | Investment Mgmt Fees | $10,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | 3.85% | 9.24%-5.4pp | 9.65%-5.8pp | 10.71%-6.9pp |
| Employer contribution / active EE | $5,996 | $14,215-57.8% | $26,259-77.2% | $14,986-60.0% |
| 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% | - |