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 9-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 13 · EIN 46-4942970 | Contract Administrator | $123,384 |
INVESCO2+ years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $122,030 |
VERUS1 year Filed as: VERUS ADIVSORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $75,000 |
Filed as: WOHLNER, KAPLON, PHILLIPS ET AL. Service code 29 · EIN 95-4177931 | Legal | $46,798 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $33,311 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $31,200 |
SMI PENSIONS, INC1 year Filed as: SMI PENSIONS, INC. Service code 11 · EIN 33-0755150 | Actuarial | $22,101 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 06-1440627 | Investment Management | $21,029 |
ULLICO2+ years Filed as: UNION BANK Service code 49 · EIN 95-1314170 | Other Services | $15,172 |
HILL, FARRER & BURRILL LLP1 year Service code 29 · EIN 95-2153880 | Legal | $12,122 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 6.77% | 3.49%+3.3pp | 4.16%+2.6pp | 7.18%-0.4pp |
| Employer contribution / active EE | $9,105 | $11,083-17.8% | $29,966-69.6% | $13,095-30.5% |
| 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% |