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 |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $339,143 |
SEYFARTH SHAW LLP10+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $284,243 |
PACIFIC SOUTHWEST ADMINISTRATORS10+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $118,644 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 90-0622302 | Investment Management | $82,535 |
ASB CAPITAL MANAGEMENT8 years Service code 28 · EIN 80-0618452 | Investment Management | $81,186 |
MEKETA INVESTMENT GROUP10+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $60,000 |
Filed as: AMERIPRISE TRUST COMPANY Service code 56 · EIN 41-6219335 | Float revenue; Non-monetary compensat... | $38,506 |
HENNINGFIELD & ASSOCIATES, INC.10+ years Filed as: HENNINGFIELD AND ASSOCIATES, INC. Service code 10 · EIN 54-2189926 | Accounting | $25,730 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $25,388 |
PAUL HASTINGS LLP2 years Service code 29 · EIN 95-2209675 | Legal | $19,677 |
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 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 5.97% | 8.76%-2.8pp | 7.18%-1.2pp | 8.76%-2.8pp |
| Employer contribution / active EE | $50,665 | $16,627+204.7% | $35,855+41.3% | $16,627+204.7% |
| Participant deferral / active EE | $0 | $888-100.0% | $162-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |