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 |
|---|---|---|
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE Service code 13 12200 N. AMBASSADOR DRIVE · KANSAS CITY, MO 641631244 | Contract Administrator | $381,927 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $233,604 |
THE SEGAL COMPANY6 years Service code 11 · EIN 13-1975125 | Actuarial | $143,895 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS PC Service code 29 · EIN 43-1174269 | Legal | $122,353 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $120,833 |
COMMERCE BANK10+ years Filed as: COMMERCE TRUST Service code 28 · EIN 04-3574162 | Investment Management | $118,397 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 04-1867445 | Investment Management | $99,973 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $95,382 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $87,208 |
CONSTRUCTION BENEFITS AUDIT CORP10+ years Service code 10 · EIN 43-1244218 | Accounting | $80,395 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 14.35% | 10.50%+3.9pp | 9.65%+4.7pp | 9.22%+5.1pp |
| Employer contribution / active EE | $9,539 | $14,720-35.2% | $26,259-63.7% | $13,567-29.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |