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 | $38,724 |
UNION INSURANCE GROUP3 years Service code 49 · EIN 36-4226088 | Other Services | $37,161 |
Service code 13 · EIN 59-3676225 | Contract Administrator | $32,368 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING LLC Service code 49 · EIN 59-3676225 | Other Services | $32,000 |
Filed as: GREEN BAY ELECTRICAL WORKERSN Service code 49 · EIN 39-0940777 | Other Services | $17,217 |
BAUMAN ASSOCIATES4 years Filed as: BAUMAN ASSOCIATES LTD Service code 49 · EIN 39-1277627 | Other Services | $14,386 |
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 | $166,731 | $66,601+150.3% | $92,893+79.5% | $67,579+146.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 22.15% | 92.58%-70.4pp | 109.41%-87.3pp | 378.56%-356.4pp |
| Employer contribution / active EE | $7,247 | $2,775+161.1% | $3,653+98.4% | $2,148+237.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $518 | $199+160.6% | $5,794-91.1% | $142+264.3% |