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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $818,741 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $556,946 |
SHENKMAN CAPITAL MANAGEMENT10+ years Service code 28 151 WEST 42ND STREET 29TH FLOOR · NEW YORK, NY 10036 | Investment Management | $548,457 |
UNION BANK & TRUST COMPANY10+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $436,092 |
MAIRS & POWER, INC.10+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $424,020 |
ASB CAPITAL MANAGEMENT9 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $386,139 |
PUNCH & ASSOCIATES10+ years Service code 28 · EIN 82-0566501 | Investment Management | $375,668 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $348,625 |
SEVEN CORNERS PRINTING9 years Service code 36 · EIN 41-0992291 | Participant communication; Copying an... | $294,529 |
BARROW, HANLEY, MEWHINNEY & STRAUSS10+ years Service code 28 · EIN 75-2403190 | Investment Management | $293,504 |
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 | 7.00% | 10.11%-3.1pp | 8.09%-1.1pp | 8.85%-1.8pp |
| Employer contribution / active EE | $15,907 | $12,795+24.3% | $28,732-44.6% | $8,529+86.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $7-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |