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 |
|---|---|---|
ULLICO9 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $339,491 |
Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $315,787 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $226,167 |
THE SEGAL COMPANY9 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $195,222 |
DEARBORN PARTNERS8 years Filed as: DEARBORN PARTNERS, LLC Service code 50 · EIN 36-4145621 | Direct Payment | $184,656 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $117,715 |
UNION INSURANCE GROUP2 years Service code 28 · EIN 36-4226088 | Investment Management | $78,191 |
JOHNSON BANK2 years Filed as: JOHNSON INVESTMENT COUNSEL, INC Service code 28 · EIN 31-1801770 | Investment Management | $68,976 |
AMALGAMATED BANK9 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 10 · EIN 36-0721895 | Accounting | $46,205 |
KOSKIE MINSKY LLP9 years Filed as: KOSKIE MINSKY Service code 29 | Legal | $38,927 |
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 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 12.14% | 10.71%+1.4pp | 9.49%+2.7pp | 10.71%+1.4pp |
| Employer contribution / active EE | $23,232 | $14,986+55.0% | $29,215-20.5% | $14,986+55.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $359-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |