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 |
|---|---|---|
H.I.G. CAPITAL, LLC1 year Filed as: H.I.G CAPITAL LLC Service code 28 · EIN 65-0863927 | Investment Management | $374,660 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $219,554 |
MAIRS & POWER, INC.10+ years Service code 28 · EIN 41-0844499 | Investment Management | $214,488 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $209,049 |
Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $150,717 |
BAC CAPITAL ADVISORS, LLC9 years Filed as: BAC SERVICE CORP Service code 13 · EIN 81-1520819 | Contract Administrator | $120,558 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $106,456 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $93,750 |
Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $67,238 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $65,440 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.96% | 10.33%+1.6pp | 8.09%+3.9pp | 9.30%+2.7pp |
| Employer contribution / active EE | $14,632 | $14,972-2.3% | $28,732-49.1% | $12,557+16.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |