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 COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 3800 WEST 80TH STREET STE 870 · BLOOMINGTON, MN 55431 | Actuarial | $40,073 |
WILSON-MCSHANE CORPORATION1+ years Service code 13 · EIN 41-0956552 3001 METRO DRIVE STE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $32,400 |
Filed as: MCGRANN, SHEA, CARNIVAL, STRAUGHN Service code 29 · EIN 41-1654544 800 NICOLLET MALL STE 2600 · MINNEAPOLIS, MN 55402 | Legal | $12,917 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC. Service code 28 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH SUITE 2 · ST PAUL, MN 55116 | Investment Management | $10,000 |
SANDS, LEE AND ANDERSON, LTD.1+ years Service code 10 · EIN 41-1957906 FIVE EAST COUNTY ROAD B STE 1 · ST PAUL, MN 55117 | Accounting | $7,100 |
AFL-CIO HOUSING INVESTMENT TRUST1+ years Filed as: AFL-CIO HOUSING TRUST Service code 27 · EIN 52-6220193 2401 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20037 | Advisory (Plan) | $5,423 |
MAIRS & POWER, INC.1+ years Filed as: MAIRS AND POWER INC Service code 27 · EIN 41-0844499 332 MINNESOTA STREET · SAINT PAUL, MN 55101 | Advisory (Plan) | $0 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 27 · EIN 95-2642764 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC Service code 27 · EIN 23-1945930 P O BOX 2900 · VALLEY FORGE, PA 19482 | Advisory (Plan) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $82,591-100.0% | $177,383-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 23.8%-23.8pp | 0.8%-0.8pp |
| Annual return | -3.69% | -0.60%-3.1pp | -0.48%-3.2pp | -0.60%-3.1pp |
| Employer contribution / active EE | $667 | $12,272-94.6% | $23,357-97.1% | $12,272-94.6% |
| Participant deferral / active EE | $0 | $416-100.0% | $17-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,964-100.0% | $717-100.0% |