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: NATIONAL INVESTMENT SERVICES, LLC Service code 28 · EIN 84-3937993 | Investment Management | $122,340 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $70,833 |
REINHART BOERNER VAN DEUREN S.C.10+ years Service code 29 · EIN 39-1126909 | Legal | $65,581 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $43,454 |
UMR1 year Filed as: UNITED HEALTH CARE / UMR Service code 14 230 LEXINGTON GREEN CIRCLE, SUITE 4 · LEXINGTON, KY 40503 | Plan Administrator | $42,209 |
BENESYS, INC.7 years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $39,950 |
Filed as: TIC INTERNATIONAL CORP Service code 14 · EIN 13-2600875 | Plan Administrator | $39,342 |
CALIBRE CPA GROUP PLLC8 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $28,417 |
Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $18,000 |
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 11.80% | 9.27%+2.5pp | 37.43%-25.6pp | 10.71%+1.1pp |
| Employer contribution / active EE | $21,590 | $14,139+52.7% | $38,058-43.3% | $14,986+44.1% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |