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, LLP2+ years Service code 13 · EIN 36-4090984 1700 52ND AVENUE, STE B · MOLINE, IL 61265 | Contract Administrator | $149,448 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 282026002 | Investment Management | $98,989 |
BARTLETT & CO2+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $89,501 |
FIRST MIDWEST BANK2+ years Service code 28 · EIN 36-1495255 506 15TH STREET · MOLINE, IL 61265 | Investment Management | $46,325 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 28 · EIN 13-5582869 225 WEST WACKER DR 2400 · CHICAGO, IL 60606 | Investment Management | $42,065 |
QUAD CITY BANK & TRUST2+ years Service code 15 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Recordkeeping | $41,973 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST 310 · CHICAGO, IL 60606 | Accounting | $40,805 |
INVESTMENT CONSULTING GROUP2+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $30,000 |
JENSEN INVESTMENTS2+ years Service code 28 · EIN 93-0878027 5300 MEADOWS ROAD 250 · LAKE OSWEGO, OR 97035 | Investment Management | $28,564 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDAN ST 610 · CARMEL, IN 46032 | Actuarial | $28,400 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.61% | 11.78%-0.2pp | 8.32%+3.3pp | 23.90%-12.3pp |
| Employer contribution / active EE | $13,092 | $11,309+15.8% | $30,793-57.5% | $16,539-20.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |