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 |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS2+ years Service code 12 · EIN 46-4942970 | Direct payment from the plan; Contrac... | $194,029 |
Filed as: WOHLNER, KAPLON, PHILLIPS, ET AL Service code 29 · EIN 95-4177931 | Legal | $89,438 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH, SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $38,898 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $33,295 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $17,150 |
ALSWEET ASSOCIATES2+ years Service code 49 · EIN 95-2766134 | Other Services | $17,140 |
Filed as: STEWART ARCHIBALD & BARNEY LLP Service code 49 7881 W CHARLESTON BLVD STE 250 · LAS VEGAS, NV 89117 | Other Services | $17,111 |
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.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 25.41% | 3.49%+21.9pp | 4.16%+21.2pp | 7.18%+18.2pp |
| Employer contribution / active EE | $4,390 | $11,083-60.4% | $29,966-85.3% | $13,095-66.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |