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 |
|---|---|---|
R J LEE & ASSOCIATES, LLP10+ years Service code 13 · EIN 36-4090984 1700 52ND AVENUE, STE B · MOLINE, IL 61265 | Contract Administrator | $214,632 |
DANA INVESTMENT ADVISORS2 years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 21 · EIN 39-1512278 20700 SWENSON SR 400 · WAUKESHA, WI 53186 | Bank Trustee | $179,589 |
QUAD CITY BANK & TRUST10+ years Service code 15 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Recordkeeping | $120,269 |
BARTLETT & CO10+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $104,190 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST 310 · CHICAGO, IL 60606 | Accounting | $51,068 |
Filed as: MADISON INVESTMENTS Service code 28 · EIN 82-3835195 550 SCIENCE DR · MADISON, WI 53711 | Investment Management | $45,307 |
JENSEN INVESTMENTS10+ years Service code 28 · EIN 93-0878027 5300 MEADOWS ROAD 250 · LAKE OSWEGO, OR 97035 | Investment Management | $41,943 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDAN ST 610 · CARMEL, IN 46032 | Actuarial | $36,800 |
INVESTMENT CONSULTING GROUP10+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $33,500 |
MCCARTHY CALLAS & FEENEY PC10+ years Filed as: MCCARTHY CALLAS CHURCH FEENEY, P.C. Service code 29 · EIN 36-4184033 329 18TH STREET · ROCK ISLAND, IL 61201 | Legal | $15,537 |
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 8.96% | 9.12%-0.2pp | 9.57%-0.6pp | 10.77%-1.8pp |
| Employer contribution / active EE | $14,507 | $14,150+2.5% | $26,706-45.7% | $15,292-5.1% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |