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 |
|---|---|---|
MICHAEL E. HALLA & ASSOCIATES1+ years Service code 27 · EIN 38-8489805 100 MARITIME DRIVE · MANITOWOC, WI 54220 | Advisory (Plan) | $26,660 |
LT TRUST COMPANY1+ years Service code 15 · EIN 61-1607607 1675 BROADWAY SUITE 500 · DENVER, CO 80202 | Recordkeeping | $13,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,592 | $39,245-24.6% | $64,105-53.8% | $52,331-43.5% |
| Participation rate | 60.8% | 58.2%+2.5pp | 68.2%-7.4pp | 68.1%-7.3pp |
| Annual return | -5.40% | 14.79%-20.2pp | 791.24%-796.6pp | 4.54%-9.9pp |
| Employer contribution / active EE | $853 | $736+15.9% | $1,820-53.1% | $1,882-54.7% |
| Participant deferral / active EE | $2,640 | $1,992+32.5% | $2,822-6.4% | $3,022-12.6% |
| Admin fee / account holder | $266 | $592-55.1% | $4,499-94.1% | $592-55.0% |