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 |
|---|---|---|
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $114,690 |
STEFANSKY, HOLLOWAY & NICHOLS, INC.10+ years Filed as: STEFANSKY, HOLLOWAY, NICHOLS Service code 10 · EIN 38-2388845 | Accounting | $63,997 |
COMERICA BANK10+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $54,740 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $39,333 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 11-2418191 | Advisory (Plan) | $38,411 |
BOSTON PARTNERS10+ years Filed as: BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $36,439 |
PIER CAPITAL, LLC2 years Filed as: PIER CAPITAL Service code 28 · EIN 51-0409051 | Investment Management | $35,824 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 28 · EIN 51-0294065 | Investment Management | $30,560 |
CONGRESS ASSET MANAGEMENT10+ years Filed as: CONGRESS ASSET MANAGEMENT CO. Service code 28 · EIN 04-2848965 | Investment Management | $25,794 |
NUVEEN10+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $24,780 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.14% | 9.24%-1.1pp | 9.65%-1.5pp | 10.71%-2.6pp |
| Employer contribution / active EE | $10,080 | $14,215-29.1% | $26,259-61.6% | $14,986-32.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |