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 |
|---|---|---|
WILSON-MCSHANE CORPORATION5 years Service code 10 · EIN 41-0956552 | Accounting | $146,781 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $118,717 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 51 · EIN 13-5673135 | Investment Mgmt Fees | $76,146 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $67,975 |
Service code 29 · EIN 43-1174269 | Legal | $62,396 |
Filed as: BOSTON TRUST WALDEN NATIONAL ASSOC. Service code 19 · EIN 04-2273811 | Securities Custodian | $49,621 |
DEBOER & ASSOCIATES, PC4 years Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 · EIN 47-0836395 | Accounting | $22,500 |
COMERICA BANK11+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $14,891 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $6,652 |
COMMUNITY STATE BANK3 years Service code 65 · EIN 42-0839178 | Account Maintenance | $5,830 |
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 | 10.80% | 9.24%+1.6pp | 9.65%+1.1pp | 10.71%+0.1pp |
| Employer contribution / active EE | $9,585 | $14,215-32.6% | $26,259-63.5% | $14,986-36.0% |
| 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% | - |