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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 · EIN 39-2348134 | Plan Administrator | $300,392 |
Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $220,928 |
DELAWARE INVESTMENTS3+ years Filed as: MACQUARIE INFRASTRUCTURE Service code 28 · EIN 20-5851123 | Investment Management | $213,258 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $211,999 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $158,334 |
DECARLO & SHANLEY1 year Filed as: DECARLO AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $126,092 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Mgmt Fees | $81,973 |
ALAN BILLER & ASSOCIATES3+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $77,023 |
RELATED UBC OPPORTUNITY FUND1 year Service code 28 · EIN 27-0935988 | Investment Management | $61,170 |
COMERICA BANK3+ years Filed as: COMERICA Service code 19 · EIN 51-6091982 | Securities Custodian | $46,923 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.52% | 12.92%-1.4pp | 10.36%+1.2pp | 17.84%-6.3pp |
| Employer contribution / active EE | $4,455 | $14,070-68.3% | $37,738-88.2% | $14,688-69.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |