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 |
|---|---|---|
Filed as: NOVARA TESIJA AND CATENACCI PLLC Service code 29 888 W BIG BEAVER RD · TROY, MI 48083 | Legal | $112,611 |
SOUTHWEST SERVICE ADMINISTRATORS9+ years Service code 13 PO BOX 43170 · PHOENIX, AZ 85080 | Contract Administrator | $86,850 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 11 71 S WACKER DR 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $80,031 |
VERUS9+ years Filed as: VERUS INVESTMENTS Service code 28 · EIN 91-1320111 | Investment Management | $57,000 |
GUST ROSENFELD9+ years Service code 29 · EIN 86-0638003 | Legal | $27,248 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services | $25,977 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 29 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 22050 | Legal | $18,942 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 711 HIGH STREET · DES MOINES, IA 50392 | Securities Custodian | $17,348 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $12,500 |
PANAGORA ASSET MANAGEMENT6 years Service code 28 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $11,680 |
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 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 6.47% | 14.18%-7.7pp | 20.18%-13.7pp | 9.89%-3.4pp |
| Employer contribution / active EE | $1,366 | $10,771-87.3% | $29,108-95.3% | $14,313-90.5% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |