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 |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $95,713 |
BRADLEY L. MIDDLETON, PC4 years Service code 29 · EIN 93-1215960 | Legal | $80,893 |
VERUS6 years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 | Advisory (Plan) | $75,000 |
Service code 14 · EIN 93-1144705 | Plan Administrator | $56,943 |
ULLICO2 years Filed as: ULLICO 13-2988846 Service code 52 | Indirect Investment Fees | $36,778 |
MIDDLETON & COMPANY, CPA, PC5 years Filed as: MIDDLETON & CO. CPA PC Service code 10 · EIN 93-0809066 | Accounting | $30,000 |
Filed as: PRINCIPAL GLOBAL INV CORE PLUS BOND Service code 52 711 HIGH STREET · DES MOINES, IA 50392 | Indirect Investment Fees | $28,587 |
Service code 28 · EIN 91-1042342 | Investment Management | $24,110 |
HARBOR6 years Filed as: HARBOR FUNDS 34-1570746 Service code 52 | Indirect Investment Fees | $23,395 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $20,763 |
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 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 5.09% | 9.97%-4.9pp | 9.14%-4.1pp | 8.23%-3.1pp |
| Employer contribution / active EE | $16,727 | $11,966+39.8% | $40,544-58.7% | $13,859+20.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |