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 |
|---|---|---|
SEI INVESTMENTS9+ years Filed as: SEI INVESTMENTS COMPANY Service code 21 · EIN 27-1707341 | Bank Trustee | $1,176,973 |
Service code 13 · EIN 82-0709001 | Contract Administrator | $251,225 |
ZENITH AMERICAN SOLUTIONS9+ years Service code 10 · EIN 52-1590516 | Accounting | $96,627 |
UNION BANK & TRUST COMPANY9+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $85,453 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $60,513 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $34,058 |
STANDARD VALUATIONS5 years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $20,000 |
WHITESTAR ADVISORS, LLC9+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 | Investment Management | $19,986 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $17,900 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 11.39% | 7.15%+4.2pp | 20.18%-8.8pp | 37.74%-26.4pp |
| Employer contribution / active EE | $20,815 | $13,270+56.9% | $29,108-28.5% | $15,781+31.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |