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 8-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 |
|---|---|---|
WILSON-MCSHANE CORPORATION3 years Filed as: WILSON-MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $295,221 |
Service code 29 · EIN 43-1174269 | Legal | $134,666 |
Service code 10 · EIN 43-1244218 | Accounting | $112,118 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $78,750 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF LABOR Service code 19 · EIN 39-6037917 | Securities Custodian | $61,529 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $57,755 |
RUBINBROWN LLP3 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $54,740 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $29,950 |
IFEBP1 year Service code 49 · EIN 39-1034021 | Other Services | $12,275 |
PBI1 year Filed as: PBI RESEARCH SERVICES Service code 49 · EIN 82-4722389 333 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Other Services | $5,077 |
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 11.23% | 9.12%+2.1pp | 9.57%+1.7pp | 10.77%+0.5pp |
| Employer contribution / active EE | $16,090 | $14,150+13.7% | $26,706-39.7% | $15,292+5.2% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |