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 |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC1+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $489,250 |
JARISLOWSKY, FRASER LIMITED1+ years Filed as: JARISLOWSKY FRASER LIMITED Service code 28 · EIN 98-0355867 | Investment Management | $95,570 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $92,050 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $87,335 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $75,545 |
RVK, INC.1+ years Filed as: RV KUHNS AND ASSOCIATES INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $68,158 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $37,445 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $34,848 |
SALTZMAN & JOHNSON1+ years Filed as: SALTZMAN AND JOHNSON LAW CORPORATIO Service code 22 · EIN 95-2376174 | Insurance Broker | $19,140 |
UFCW LOCAL 51+ years Service code 13 · EIN 20-8028546 | Contract Administrator | $10,656 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $192,069-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -0.84% | 3.11%-4.0pp | -0.79%-0.1pp | 3.11%-4.0pp |
| Employer contribution / active EE | $929 | $9,361-90.1% | $28,419-96.7% | $9,361-90.1% |
| Participant deferral / active EE | $0 | $375-100.0% | $37-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $6,324-100.0% | - |