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 |
|---|---|---|
PIONEER11+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 19 · EIN 43-2095408 | Securities Custodian | $150,531 |
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $140,570 |
FIRST NATIONAL BANK OF OMAHA11+ years Service code 19 · EIN 47-0259043 | Securities Custodian | $115,240 |
BLAKE & UHLIG, P.A.11+ years Service code 29 · EIN 48-0918231 | Legal | $61,703 |
ASSET STRATEGY CONSULTANTS11+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $60,000 |
BENESYS, INC.11+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $42,500 |
DEBOER & ASSOCIATES, PC11+ years Service code 10 · EIN 47-0836395 | Accounting | $39,895 |
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 | 10.94% | 10.50%+0.4pp | 9.65%+1.3pp | 9.22%+1.7pp |
| Employer contribution / active EE | $6,779 | $14,720-53.9% | $26,259-74.2% | $13,567-50.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |