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 |
|---|---|---|
BMO HARRIS BANK NA3+ years Filed as: BMO RETIREMENT SERVICES Service code 26 · EIN 39-1186267 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $19,466 |
ALPHA PENSION GROUP, INC.3+ years Filed as: ALPHA INVESTMENT SERVICES Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $6,819 |
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 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 | $0 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 14.63% | 22.74%-8.1pp | 16.78%-2.1pp | 13.95%+0.7pp |
| Employer contribution / active EE | $7,831 | $16,157-51.5% | $26,328-70.3% | $16,598-52.8% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |