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 |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $92,228 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $82,530 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE & ASSOCIATES, INC Service code 27 · EIN 36-3485295 | Advisory (Plan) | $37,500 |
CAVANAGH & O'HARA1+ years Service code 29 · EIN 37-1259635 | Legal | $36,501 |
ARGENT CAPITAL MANAGEMENT2+ years Filed as: ARGENT CAPITAL MANAGEMENT, LLC Service code 27 · EIN 43-1826950 | Advisory (Plan) | $29,376 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $20,500 |
ILLINOIS NATIONAL BANK2+ years Service code 19 · EIN 37-0274319 | Securities Custodian | $11,858 |
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 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | 4.71% | 4.89%-0.2pp | 4.72%0pp | 4.56%+0.2pp |
| Employer contribution / active EE | $5,547 | $13,673-59.4% | $30,821-82.0% | $15,526-64.3% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |