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 |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 71 S WACKER DR 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $146,059 |
Filed as: NOVARA TESIJA AND CATENACCI PLLC Service code 29 888 W BIG BEAVER RD. SUITE 600 · TROY, MI 48083 | Legal | $91,681 |
SOUTHWEST SERVICE ADMINISTRATORS6+ years Service code 13 · EIN 86-6951948 PO BOX 43170 · PHOENIX, AZ 85080 | Contract Administrator | $86,657 |
VERUS6+ years Filed as: VERUS INVESTMENTS Service code 28 · EIN 91-1320111 2321 ROSECRANS SUITE 2250 · EL SEGUNDO, CA 90245 | Investment Management | $50,000 |
GUST ROSENFELD2 years Filed as: GUST ROSENFIELD Service code 29 · EIN 86-0638003 ONE EAST WASHINGTON STREET #1600 · PHOENIX, AZ 85004 | Legal | $31,362 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 86-0002768 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Securities Custodian | $24,652 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE SUITE 1500 W · BETHESDA, MD 20814 | Investment Management | $21,306 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance services | $17,705 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 | Accounting | $13,408 |
PANAGORA ASSET MANAGEMENT3 years Service code 28 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $8,960 |
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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 9.21% | 9.38%-0.2pp | 8.01%+1.2pp | 9.29%-0.1pp |
| Employer contribution / active EE | $939 | $9,605-90.2% | $29,475-96.8% | $15,168-93.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |