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.10+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $695,135 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $401,814 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $283,320 |
Filed as: MIDWEST INSTITUTIONAL TRUST CO Service code 19 · EIN 93-1799133 | Securities Custodian | $273,075 |
CHEIRON10+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $210,548 |
SEGALL BRYANT & HAMILL10+ years Service code 28 · EIN 35-2679129 | Investment Management | $208,847 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $160,000 |
REINHART BOERNER VAN DEUREN S.C.10+ years Service code 29 · EIN 39-1126909 | Legal | $133,105 |
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $118,205 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 15 · EIN 20-5520612 | Recordkeeping | $115,465 |
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 | 10.59% | 9.57%+1.0pp | 9.65%+0.9pp | 9.57%+1.0pp |
| Employer contribution / active EE | $15,293 | $9,429+62.2% | $26,259-41.8% | $9,429+62.2% |
| Participant deferral / active EE | $0 | $408-100.0% | $145-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |