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 | $30,616 |
WARADY & DAVIS LLP4 years Filed as: WARADY & DAVIS, LLP Service code 10 · EIN 36-2170602 | Accounting | $11,250 |
RLW ASSOCIATES, LLC4 years Filed as: RLW ASSOCIATES, INC. Service code 27 · EIN 47-5206941 | Advisory (Plan) | $10,000 |
US BANK4 years Service code 21 777 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Bank Trustee | $9,584 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 9.47% | 3.72%+5.8pp | 7.70%+1.8pp | 24.42%-14.9pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $28,478-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |