See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Service code 11 · EIN 91-0675641 | Actuarial | $125,053 |
VERUS1 year Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $95,000 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 29 260 FRANKLIN ST · BOSTON, MA 02110 | Legal | $56,436 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $43,790 |
PANAGORA ASSET MANAGEMENT8 years Service code 28 · EIN 04-3183235 | Investment Management | $33,169 |
Filed as: THE WILLIAM C. EARHART COMPANY INC. Service code 14 · EIN 93-0509592 | Plan Administrator | $31,524 |
Service code 29 201 W NORTH RIVER DR #190 · SPOKANE, WA 99201 | Legal | $30,771 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN Service code 10 506 CARNEGIE CTR STE 400 · PRINCETON, NJ 08540 | Accounting | $24,829 |
US BANK10+ years Service code 19 · EIN 93-0571729 | Securities Custodian | $22,026 |
PLATFORM CPAS LLP1 year Filed as: PLATFORM CPAS, LLP Service code 10 6650 SW REDWOOD LN STE 210 · PORTLAND, OR 97224 | Accounting | $15,738 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 8.43% | 7.96%+0.5pp | 5.17%+3.3pp | 8.76%-0.3pp |
| Employer contribution / active EE | $4,260 | $15,125-71.8% | $26,422-83.9% | $16,627-74.4% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |