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 |
|---|---|---|
FIRST NATIONAL CORPORATION1+ years Filed as: FIRST NATIONAL Service code 24 · EIN 47-0259043 | Discretionary Trustee | $102,532 |
LSV ASSET MANAGEMENT1+ years Filed as: LSV ASSET MANAGMENT Service code 21 · EIN 20-0726879 | Bank Trustee | $48,337 |
LUTZ & COMPANY, PC1+ years Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $43,050 |
GREAT PLAINS TRUST COMPANY1+ years Service code 24 · EIN 43-1774359 | Discretionary Trustee | $42,512 |
KUTAK ROCK LLP1+ years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $42,100 |
VONTOBEL USA INC1+ years Filed as: VONTOBEL ASSET MANAGEMENT, INC Service code 28 · EIN 13-3223264 | Investment Management | $33,129 |
COTTONWOOD ADVISORS, LLC1+ years Filed as: COTTONWOOD ADVISORS Service code 27 · EIN 20-4591722 | Advisory (Plan) | $30,000 |
MERITAGE PORTFOLIO MANAGEMENT1+ years Filed as: MERITAGE ASSET MANAGEMENT Service code 24 · EIN 48-1100663 | Discretionary Trustee | $29,009 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $27,020 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 27 16811 BURKE ST · OMAHA, NE 68118 | Advisory (Plan) | $15,263 |
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.32% | 3.49%-4.8pp | 4.16%-5.5pp | 7.18%-8.5pp |
| Employer contribution / active EE | $10,298 | $11,083-7.1% | $29,966-65.6% | $13,095-21.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |