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.1 year Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $466,341 |
Service code 49 · EIN 38-2286296 | Other Services | $439,460 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $274,751 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES, & COMPANY, P.C. Service code 28 · EIN 04-1554520 | Investment Management | $162,406 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $82,958 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $66,689 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 PO BOX 27169 · NEW YORK, NY 100877169 | Investment Management | $64,940 |
BENDA, GRACE, STULZ & COMPANY, P.C.10+ years Service code 10 · EIN 38-2284921 | Accounting | $38,300 |
Filed as: BOYD WATERSON ASSET MANAGEMENT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $35,820 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 82-2893229 | Legal | $26,366 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.81% | 10.50%-1.7pp | 9.65%-0.8pp | 9.22%-0.4pp |
| Employer contribution / active EE | $15,713 | $14,720+6.7% | $26,259-40.2% | $13,567+15.8% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |