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 |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 12 · EIN 20-0188125 | Claims processing | $65,222 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 20 · EIN 36-4001764 | Trustee (individual) | $36,300 |
UHY LLP4 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $26,475 |
O'SULLIVAN ASSOCIATES10+ years Service code 11 · EIN 20-8199367 | Actuarial | $20,400 |
JAMES V GALLERY AND ASSOCIATES10+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $20,100 |
KUTAK ROCK LLP2 years Service code 29 450 W SCHAUMBURG RD 68819 · SCHAUMBURG, IL 60194 | Legal | $11,041 |
UNION INSURANCE GROUP3 years Service code 23 303 W ERIE ST 310 · CHICAGO, IL 60654 | Insurance services | $9,656 |
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 | $36,224-100.0% | $181,048-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 2.1%-2.1pp |
| Annual return | 8.59% | 12.82%-4.2pp | 9.65%-1.1pp | 9.14%-0.6pp |
| Employer contribution / active EE | $16,926 | $13,831+22.4% | $26,259-35.5% | $19,963-15.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $749-100.0% | $200-100.0% |