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 |
|---|---|---|
NATIONAL INVESTMENT SERVICES7 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $190,100 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1975125 | Actuarial | $161,548 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $133,542 |
DOUG JOHNSTON10+ years Service code 20 · EIN 36-6489098 | Employee (plan); Trustee (individual) | $125,824 |
NICK THOMPSON2 years Filed as: NICK MARINOPOULOS Service code 30 · EIN 36-6489098 | Employee (plan) | $125,824 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 1200 SIXTH AVENUE, STE 700 · SEATTLE, WA 98101 | Investment Management | $112,250 |
FRANKLIN TEMPLETON3 years Filed as: CLARION PARTNERS, LLC Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $109,737 |
MELODY NEYLAND10+ years Service code 14 · EIN 36-6489098 | Plan Administrator | $92,098 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $75,509 |
JANINA CRESPO2 years Service code 30 · EIN 36-6489098 | Employee (plan) | $67,263 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.98% | 10.50%-1.5pp | 9.65%-0.7pp | 9.22%-0.2pp |
| Employer contribution / active EE | $20,542 | $14,720+39.6% | $26,259-21.8% | $13,567+51.4% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |