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 |
|---|---|---|
THOMAS D LUCZAK, PLLC4 years Service code 29 · EIN 87-3430280 | Legal | $225,013 |
THE SEGAL COMPANY6 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $189,905 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Direct payment from the plan; Investm... | $173,541 |
ANN ARBOR BENEFIT ADMINISTRATORS10+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $147,382 |
Filed as: ROYAL BANK OF CANADA Service code 27 · EIN 41-1416330 | Advisory (Plan) | $106,123 |
POLK AND ASSOCIATES, P.L.C.8 years Filed as: POLK & ASSOCIATES Service code 10 · EIN 38-3388760 | Accounting | $31,100 |
ULLICO7 years Service code 22 · EIN 13-2988846 | Insurance Broker | $14,292 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | 10.38% | 9.24%+1.1pp | 9.65%+0.7pp | 10.71%-0.3pp |
| Employer contribution / active EE | $19,589 | $14,215+37.8% | $26,259-25.4% | $14,986+30.7% |
| 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% | - |