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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-1650794 | Recordkeeping | $88,830 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 12 · EIN 20-0188125 | Claims processing | $54,890 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER Service code 20 · EIN 36-4001764 | Trustee (individual) | $40,175 |
JAMES V GALLERY AND ASSOCIATES1+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $20,400 |
Filed as: DENIS Y. REED Service code 29 2600 GRAND AVE., SUITE 232 · DES MOINES, IA 50312 | Legal | $16,319 |
O'SULLIVAN ASSOCIATES1+ years Service code 11 · EIN 20-8199367 | Actuarial | $15,300 |
LWBJ, LLP1+ years Service code 10 · EIN 42-1462849 | Accounting | $14,800 |
EMPLOYEE FRINGES AUDIT COMPANY1+ years Service code 10 · EIN 42-1122328 | Accounting | $10,075 |
DAY PITNEY LLP1+ years Filed as: DAY RETTIG MARTIN PC Service code 29 · EIN 42-1386412 | Legal | $5,746 |
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 9.86% | 3.49%+6.4pp | 4.16%+5.7pp | 7.18%+2.7pp |
| Employer contribution / active EE | $9,812 | $11,083-11.5% | $29,966-67.3% | $13,095-25.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |