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 |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT10+ years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 | Investment Management | $378,277 |
P&P WELFARE EDUCATIONAL FUND7 years Service code 15 · EIN 43-0657966 | Recordkeeping | $320,124 |
ANDERS MINKLER HUBER & HELM LLP10+ years Service code 10 · EIN 43-0831507 | Accounting | $105,505 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $105,000 |
COMMERCE BANK10+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $95,649 |
PROLOAN BOND FUND, LLC6 years Filed as: PROLOAN BOND FUND LLC Service code 28 · EIN 26-3436991 | Investment Management | $72,389 |
HARTNETT REYES-JONES, LLC6 years Service code 29 · EIN 43-1205253 | Legal | $64,647 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $60,110 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORP Service code 28 · EIN 36-2723087 | Investment Management | $23,819 |
GREENSFELDER, HEMKE & GALE, P.C.10+ years Filed as: GREENSFELDER, HEMKER AND GALE Service code 29 · EIN 43-1313567 | Legal | $18,096 |
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 | 9.78% | 10.33%-0.6pp | 8.09%+1.7pp | 9.30%+0.5pp |
| Employer contribution / active EE | $10,467 | $14,972-30.1% | $28,732-63.6% | $12,557-16.6% |
| 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% | - |