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 |
|---|---|---|
SHEET METAL CONTROL BOARD10+ years Service code 13 · EIN 41-1392797 | Contract Administrator | $349,980 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $226,306 |
MEKETA INVESTMENT GROUP9 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $64,263 |
UNION BANK & TRUST COMPANY3 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $47,167 |
Service code 29 · EIN 34-4439491 | Legal | $43,662 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $34,283 |
LEXINGTON PARTNERS LP2 years Filed as: LEXINGTON PARTNERS Service code 28 · EIN 26-3860011 | Investment Management | $29,546 |
Filed as: SIERRA INVESTMENT MANAGEMENT Service code 28 · EIN 68-0370668 | Investment Management | $8,183 |
ULLICO1 year Filed as: UNION FIRST LASER TECHNOLOGIES Service code 49 365 OAK STREET SOUTH · WEST SALEM, WI 54669 | Other Services | $6,964 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.45% | 10.33%-1.9pp | 8.09%+0.4pp | 9.30%-0.8pp |
| Employer contribution / active EE | $12,460 | $14,972-16.8% | $28,732-56.6% | $12,557-0.8% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |