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 |
|---|---|---|
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $78,466 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $61,719 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $32,330 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $16,775 |
Filed as: REINHART BOERNER VAN DEUREN, S.C. Service code 29 · EIN 39-1126909 | Legal | $15,213 |
COMERICA BANK9+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,999 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,833 |
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 | $55,554-100.0% | $308,621-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.2%-57.2pp | 11.0%-11.0pp |
| Annual return | 12.95% | 7.82%+5.1pp | 8.06%+4.9pp | 8.23%+4.7pp |
| Employer contribution / active EE | $41,668 | $18,498+125.3% | $42,627-2.2% | $13,859+200.7% |
| Participant deferral / active EE | $0 | $7-100.0% | $71-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,774-100.0% | $1,652-100.0% |