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 |
|---|---|---|
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $461,261 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL (SOUTHEAST STATES) INC Service code 11 · EIN 13-2619259 | Actuarial | $278,947 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 81-2114065 | Investment Management | $251,451 |
US BANK8 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $237,443 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE A Service code 30 · EIN 57-6027499 | Direct payment from the plan; Employe... | $208,312 |
GLOBAL TRUST COMPANY8 years Service code 28 · EIN 26-3761443 | Investment Management | $193,671 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $178,415 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL SMID Service code 28 · EIN 35-2679129 | Investment Management | $160,268 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE B Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $137,017 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE C Service code 30 · EIN 57-6027499 | Direct payment from the plan; Employe... | $125,651 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.22% | 9.22%+1.0pp | 16.77%-6.6pp | 9.22%+1.0pp |
| Employer contribution / active EE | $12,520 | $13,567-7.7% | $28,306-55.8% | $13,567-7.7% |
| Participant deferral / active EE | $0 | $575-100.0% | $40-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |