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 |
|---|---|---|
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $75,808 |
Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $58,573 |
Service code 29 · EIN 43-1174269 | Legal | $25,308 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
RUBINBROWN LLP2 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765319 | Accounting | $18,000 |
CONSTRUCTION BENEFITS AUDIT CORP4+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $11,300 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $9,337 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 50 · EIN 46-0619194 | Direct Payment | $8,635 |
TIC INTERNATIONAL CORPORATION4+ years Service code 12 · EIN 13-2600875 | Direct payment from the plan; Contrac... | $6,028 |
BMO HARRIS BANK NA4+ years Service code 18 · EIN 39-1186267 | Investment management; Custodial (oth... | $4,152 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,432 | $66,601-58.8% | $92,893-70.5% | $67,579-59.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 4.72% | 92.58%-87.9pp | 109.41%-104.7pp | 378.56%-373.8pp |
| Employer contribution / active EE | $2,126 | $2,775-23.4% | $3,653-41.8% | $2,148-1.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $127 | $199-36.3% | $5,794-97.8% | $142-10.9% |