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: ALLIANCE PENSION CONSULTANTS LLC Service code 11 · EIN 36-4389114 1751 LAKE COOK ROAD · DEERFIELD, IL 60015 | Actuarial | $57,225 |
WARADY & DAVIS LLP5 years Filed as: WARADY & DAVIS, LLP Service code 10 · EIN 36-2170602 | Accounting | $11,250 |
RLW ASSOCIATES, LLC5 years Filed as: RLW ASSOCIATES, INC. Service code 27 · EIN 47-5206941 | Advisory (Plan) | $10,000 |
US BANK5 years Service code 21 777 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Bank Trustee | $9,628 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 43.9%-43.9pp |
| Annual return | 5.80% | 3.50%+2.3pp | 5.16%+0.6pp | 13.05%-7.2pp |
| Employer contribution / active EE | $0 | $33,932-100.0% | $26,442-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,946-100.0% |