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 |
|---|---|---|
MILLIMAN, INC.6+ years Service code 21 · EIN 91-0675641 | Bank Trustee | $97,837 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $48,718 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $23,500 |
BENEFIT PLAN ADMINISTRATORS6+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1401001 | Contract Administrator | $19,772 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $12,500 |
MATRIX TRUST COMPANY4 years Service code 21 · EIN 75-3182674 | Bank Trustee | $7,582 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,256 | $91,517-47.3% | $101,248-52.3% | $73,409-34.3% |
| Participation rate | 99.5% | 73.8%+25.7pp | 75.8%+23.7pp | 72.2%+27.3pp |
| Annual return | 20.08% | 17.17%+2.9pp | 46.47%-26.4pp | 59.29%-39.2pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,755 | $3,338+12.5% | $4,370-14.1% | $3,805-1.3% |
| Admin fee / account holder | $222 | $216+2.9% | $5,945-96.3% | $158+40.7% |