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 |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: SEGAL CONSULTING Service code 17 · EIN 13-1975125 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Pension Consulting | $104,249 |
Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 441143179 | Investment Management | $53,448 |
BENEFIT PLAN ADMINISTRATORS3 years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE, SUITE 950 · MILWAUKEE, WI 53224 | Plan Administrator | $47,807 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ROGERSCASEY INC Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $40,000 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $32,828 |
US BANK6+ years Service code 19 · EIN 39-0152428 1555 N. RIVERCENTER DR, SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $24,835 |
THE PREVIANT LAW FIRM, S.C.6+ years Service code 29 · EIN 39-1211596 310 WEST WISCONSIN AVE, SUITE 100MW · MILWAUKEE, WI 532032213 | Legal | $18,951 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 13400 BISHOPS LN · BROOKFIELD, WI 53005 | Accounting | $17,925 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 11.78% | 6.95%+4.8pp | 8.01%+3.8pp | 627.08%-615.3pp |
| Employer contribution / active EE | $20,085 | $11,635+72.6% | $29,475-31.9% | $18,824+6.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |