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.8+ years Service code 21 · EIN 91-0675641 | Bank Trustee | $93,635 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $57,576 |
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $23,500 |
BENEFIT PLAN ADMINISTRATORS8+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1401001 | Contract Administrator | $21,728 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $13,590 |
MATRIX TRUST COMPANY6 years Service code 21 · EIN 75-3182674 | Bank Trustee | $7,634 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,484 | $106,236-60.0% | $112,228-62.1% | $64,808-34.4% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.1%+23.2pp | 71.5%+26.7pp |
| Annual return | -18.21% | -6.02%-12.2pp | 27.45%-45.7pp | 32.82%-51.0pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,583 | $3,785-5.3% | $4,728-24.2% | $4,310-16.9% |
| Admin fee / account holder | $221 | $452-51.0% | $6,410-96.5% | $188+17.8% |