Filed August 30, 2023 (most recent of 3 filings on file)
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 |
|---|---|---|
BAIRD FUNDS6+ years Filed as: ROBERT W. BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $109,259 |
FIDUCIARY MANAGEMENT, INC.6+ years Filed as: FIDUCIARY MANAGEMENT Service code 33 · EIN 39-1346018 | Securities brokerage | $107,448 |
MERCER6+ years Filed as: WILLIAM M. MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $93,190 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $46,089 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 06-0843888 | Contract Administrator | $28,499 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART PARTNERS Service code 29 · EIN 39-1711628 | Legal | $23,153 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY Service code 33 · EIN 04-3200030 | Securities brokerage | $18,949 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $10,500 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 8.91% | 10.60%-1.7pp | -2.84%+11.7pp | 627.08%-618.2pp |
| Employer contribution / active EE | $8,546 | $19,729-56.7% | $33,329-74.4% | $18,824-54.6% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |