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 |
|---|---|---|
WILLIAM BLAIR10+ years Filed as: WILLIAM BLAIR MANAGEMENT LLC Service code 28 · EIN 47-2614791 | Investment Management | $248,574 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENT ADVISORS, INC. Service code 28 · EIN 39-1512278 | Investment Management | $246,017 |
LOCAL 1102 RWDSU7 years Filed as: P&P LOCAL 25 FRINGE BENEFIT, LLC Service code 13 · EIN 82-2768063 1903 52ND AVE · MOLINE, IL 61265 | Contract Administrator | $236,218 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $207,142 |
QUAD CITY BANK & TRUST10+ years Service code 19 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Securities Custodian | $132,577 |
SANDS CAPITAL MANAGEMENT, LLC10+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BLVD · ARLINGTON, VA 22209 | Investment Management | $108,607 |
BARTLETT & CO10+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $82,840 |
INVESTMENT CONSULTING GROUP10+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $66,000 |
Service code 11 8014 OLSON MEMORIAL HWY 55 · GOLDEN VALLEY, MN 55427 | Actuarial | $54,700 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Filed as: BAUM SIGMAN & AUERBACH Service code 29 · EIN 36-2744057 200 W. ADAMS STREET · CHICAGO, IL 60606 | Legal | $26,582 |
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.
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 | 3.28% | 9.24%-6.0pp | 9.65%-6.4pp | 10.71%-7.4pp |
| Employer contribution / active EE | $24,594 | $14,215+73.0% | $26,259-6.3% | $14,986+64.1% |
| 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% | - |