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: REINHART, BOERNER, VAN DEUREN, NORR Service code 49 · EIN 39-1126909 | Other Services | $53,941 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 49 · EIN 59-3676225 | Other Services | $32,000 |
Service code 49 · EIN 06-1050034 | Other Services | $25,049 |
BAUMAN ASSOCIATES3 years Filed as: BAUMAN ASSOCIATES LTD Service code 49 · EIN 39-1277627 | Other Services | $18,845 |
UNION INSURANCE GROUP2 years Service code 49 · EIN 36-4226088 | Other Services | $18,107 |
GREEN BAY ELECTRICAL WORKERS2 years Service code 49 · EIN 39-0940777 | Other Services | $11,558 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,477 | $56,443+156.0% | $83,848+72.3% | $55,725+159.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -6.19% | 393.67%-399.9pp | 850.88%-857.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $6,869 | $2,682+156.2% | $3,631+89.2% | $2,078+230.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $383 | $156+144.9% | $5,478-93.0% | $115+232.2% |