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 |
|---|---|---|
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $99,402 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $47,848 |
Filed as: REINHART BOERNER VAN DEUREN, S.C. Service code 29 · EIN 39-1126909 | Legal | $29,847 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $17,275 |
Service code 28 · EIN 84-3937993 | Investment Management | $10,673 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES, & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $9,270 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $9,167 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $6,863 |
Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $5,835 |
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 | $49,655-100.0% | $505,629-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 17.1%-17.1pp |
| Annual return | 9.41% | 9.71%-0.3pp | 8.40%+1.0pp | 9.82%-0.4pp |
| Employer contribution / active EE | $34,427 | $16,356+110.5% | $39,312-12.4% | $13,587+153.4% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $38,466-100.0% | $2,893-100.0% |