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 |
|---|---|---|
HS&BA2 years Service code 13 · EIN 94-3089465 | Contract Administrator | $612,641 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $227,211 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $225,622 |
Service code 28 · EIN 13-4194623 | Investment Management | $212,370 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $194,730 |
THE SEGAL COMPANY2 years Service code 11 · EIN 94-1503999 | Actuarial | $191,815 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $175,884 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $150,000 |
TRUCKER HUSS4 years Service code 29 · EIN 94-3216063 | Legal | $141,824 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE INVEST WITH WISDOM Service code 28 · EIN 74-2798841 | Investment Management | $124,370 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 6.91% | 10.50%-3.6pp | 9.65%-2.7pp | 9.22%-2.3pp |
| Employer contribution / active EE | $18,659 | $14,720+26.8% | $26,259-28.9% | $13,567+37.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |