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 |
|---|---|---|
WILEN MANAGEMENT CO., INC.3+ years Filed as: WILEN MANAGEMENT COMPANY, INC. Service code 28 · EIN 52-1452436 | Investment Management | $41,749 |
BOLTON PARTNERS, INC.3+ years Service code 11 · EIN 52-1231144 | Actuarial | $29,758 |
MAJORITY ASSET MANAGEMENT, INC.3+ years Service code 28 · EIN 52-1799724 | Investment Management | $23,838 |
ASSOCIATED ADMINISTRATORS, LLC3+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $19,217 |
Service code 10 · EIN 81-4643077 | Accounting | $8,596 |
ABATO, RUBENSTEIN & ABATO3+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.C. Service code 29 · EIN 52-0904713 | Legal | $6,244 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 9.73% | 11.16%-1.4pp | 10.36%-0.6pp | 10.41%-0.7pp |
| Employer contribution / active EE | $4,926 | $16,610-70.3% | $37,738-86.9% | $14,691-66.5% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |