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 9-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: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $492,094 |
NECA MILW. CH.10+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $296,657 |
NATIONAL INVESTMENT SERVICES10+ years Service code 21 · EIN 39-1101934 | Bank Trustee | $280,866 |
AMERICAN FUNDS3 years Filed as: STOCKBRIDGE CORE AND VALUE ADVISORS Service code 21 · EIN 45-2872141 | Bank Trustee | $253,794 |
FRANKLIN TEMPLETON3 years Filed as: CLARION PARTNERS Service code 21 · EIN 65-1162344 | Bank Trustee | $184,485 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 21 · EIN 91-1163419 | Bank Trustee | $121,970 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $106,388 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGMENT Service code 21 · EIN 52-6257033 | Bank Trustee | $96,486 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN Service code 22 · EIN 39-1126909 | Insurance Broker | $93,702 |
REILLY, PENNER & BENTON LLP10+ years Service code 10 · EIN 39-0747409 | Accounting | $84,725 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.20% | 10.50%-1.3pp | 9.65%-0.5pp | 9.22%0pp |
| Employer contribution / active EE | $10,358 | $14,720-29.6% | $26,259-60.6% | $13,567-23.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |