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: MIDWEST INSTITUTIONAL TRUST SERVICE Service code 21 · EIN 93-1799133 | Bank Trustee | $25,700 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $12,595 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 11 · EIN 82-3719843 | Actuarial | $9,426 |
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 | $417,381-100.0% | $417,381-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 28.2%-28.2pp | 43.9%-43.9pp |
| Annual return | 8.24% | 4.96%+3.3pp | 5.83%+2.4pp | 13.05%-4.8pp |
| Employer contribution / active EE | $16,864 | $45,547-63.0% | $38,332-56.0% | $37,651-55.2% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $30,946-100.0% |