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 |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVESTMENT ADV Service code 28 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Investment Management | $75,000 |
NBPC5+ years Service code 10 · EIN 43-1122456 4600 MADISON AVE. · KANSAS CITY, MO 64112 | Accounting | $55,000 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 777 E WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Investment Management | $53,751 |
ISSI2 years Service code 70 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Consulting Fees | $44,526 |
DANIELLE WILEY2 years Service code 14 · EIN 44-6010180 | Plan Administrator | $41,247 |
COWDEN ASSOCIATES, INC.4 years Service code 11 444 LIBERTY AVE, STE 605 · PITTSBURG, PA 15222 | Actuarial | $39,540 |
SPENCER FANE LLP5+ years Filed as: SPENCER FANE BRITT BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $28,412 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVE., SUITE 700 · SEATTLE, WA 98101 | Investment Management | $17,817 |
SEI INVESTMENTS5+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-0306038 | Investment Management | $7,638 |
Filed as: BANK OF LABOR Service code 28 756 MINNESOTA AVENUE · KANSAS CITY, KS 66101 | Investment Management | $6,000 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 6.27% | 6.41%-0.1pp | 8.01%-1.7pp | 11.45%-5.2pp |
| Employer contribution / active EE | $14,881 | $11,592+28.4% | $29,475-49.5% | $17,219-13.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |