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 |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $145,800 |
FIRST NATIONAL BANK OF OMAHA2+ years Service code 19 · EIN 47-0259043 | Securities Custodian | $109,806 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 51 · EIN 20-0055652 | Investment Mgmt Fees | $68,312 |
BLAKE & UHLIG, P.A.2+ years Service code 29 · EIN 48-0918231 | Legal | $64,141 |
ASSET STRATEGY CONSULTANTS2+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $35,000 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $34,300 |
DEBOER & ASSOCIATES, PC2+ years Service code 10 · EIN 47-0836395 | Accounting | $27,658 |
PIONEER2+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 51 · EIN 43-2095408 | Investment Mgmt Fees | $18,289 |
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% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 4.95% | 5.13%-0.2pp | 4.74%+0.2pp | 7.18%-2.2pp |
| Employer contribution / active EE | $6,122 | $14,689-58.3% | $36,089-83.0% | $13,095-53.2% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |