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 |
|---|---|---|
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOENER VAN DEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $67,755 |
THE BOGDHAN GROUP1+ years Service code 20 · EIN 59-3976225 | Direct payment from the plan; Trustee... | $32,000 |
BAUMAN ASSOCIATES1+ years Filed as: BAUMAN ASSOCIATES, LTD. Service code 10 · EIN 39-1277627 | Accounting | $17,941 |
ULLICO1+ years Filed as: WISCONSIN UNION LABOR AGENCY Service code 23 · EIN 39-1165588 | Insurance services; Direct payment fr... | $16,444 |
LOCAL 1102 RWDSU1+ years Filed as: LOCAL UNION 158 I.B.E.W. Service code 64 · EIN 39-0940777 | Recordkeeping Fees | $8,199 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,290 | $50,498+154.1% | $75,781+69.3% | $55,191+132.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.90% | 1.80%-3.7pp | 9.68%-11.6pp | 10.78%-12.7pp |
| Employer contribution / active EE | $5,594 | $2,291+144.2% | $3,323+68.3% | $1,899+194.6% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $459 | $123+273.1% | $5,299-91.3% | $91+405.7% |