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 | $27,304 |
WARADY & DAVIS LLP3 years Filed as: WARADY & DAVIS, LLP Service code 10 · EIN 36-2170602 | Accounting | $11,250 |
RLW ASSOCIATES, LLC3 years Filed as: RLW ASSOCIATES, INC. Service code 27 · EIN 47-5206941 | Advisory (Plan) | $10,000 |
US BANK3 years Service code 21 777 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Bank Trustee | $9,217 |
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.
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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -13.87% | -3.51%-10.4pp | -5.16%-8.7pp | -5.25%-8.6pp |
| Employer contribution / active EE | $288 | $11,313-97.5% | $31,020-99.1% | $15,166-98.1% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |