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 9-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: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 38-3792197 | Investment Management | $138,637 |
WILSON-MCSHANE CORPORATION8 years Service code 10 · EIN 41-0956552 | Accounting | $120,000 |
UNION BANK & TRUST COMPANY8 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $112,359 |
THE MCKEOGH COMPANY8 years Service code 11 · EIN 23-3003375 | Actuarial | $105,000 |
MAIRS & POWER, INC.8 years Service code 28 · EIN 41-0844499 | Investment Management | $92,608 |
MANNING & NAPIER5 years Service code 28 · EIN 45-3328488 | Investment Management | $88,461 |
WHITESTAR ADVISORS, LLC1 year Service code 28 · EIN 03-0496641 | Investment Management | $82,910 |
Service code 28 · EIN 84-3937993 | Investment Management | $80,754 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $79,086 |
Service code 29 · EIN 34-4439491 | Legal | $68,656 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.56% | 11.08%-0.5pp | 8.09%+2.5pp | 8.76%+1.8pp |
| Employer contribution / active EE | $15,498 | $13,876+11.7% | $28,732-46.1% | $16,627-6.8% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |