See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMP WEALTH MANAGMENT2+ years Service code 28 421 E. SILVER SPRING DR., STE. 3 · WHITEFISH BAY, WI 53217 | Investment Management | $46,438 |
DUNBAR, BENDER & ZAPF, INC.2+ years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $17,750 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $8,300 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: PPG PARTNERS, LLC Service code 10 · EIN 39-1016701 5525 GREEN BAY ROAD · KENOSHA, WI 53144 | Accounting | $6,110 |
BRODEK & GILLIARD, S.C.2+ years Service code 29 · EIN 20-0153367 245 MAIN STREET, SUITE 401 · RACINE, WI 53403 | Legal | $5,554 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 5.81% | 45.66%-39.8pp | 5.00%+0.8pp | 11.88%-6.1pp |
| Employer contribution / active EE | $5,304 | $9,637-45.0% | $35,918-85.2% | $14,612-63.7% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |