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 |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-6657596 | Investment Management | $190,758 |
Filed as: WELFARE PENSION AND ADMIN SERVICES Service code 13 · EIN 91-1336171 | Contract Administrator | $180,492 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $112,683 |
MCKENZIE ROTHWELL BARLOW & COUGHRAN1+ years Filed as: MCKENZIE ROTHWELL BARLOW & KORPI Service code 29 · EIN 91-0889948 | Legal | $111,508 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 59-6945808 | Investment Management | $103,398 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANCE Service code 28 7501 W WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $89,767 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST Service code 28 · EIN 06-1271230 | Investment Management | $79,564 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $73,881 |
RVK, INC.1+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $45,000 |
RCM CAPITAL MANAGEMENT LLC1+ years Filed as: RCM CAPITAL MANAGEMENT Service code 28 · EIN 94-3244780 | Investment Management | $38,451 |
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.
Annual investment return 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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -2.30% | 0.68%-3.0pp | -1.61%-0.7pp | -0.60%-1.7pp |
| Employer contribution / active EE | $14,706 | $10,568+39.2% | $30,840-52.3% | $12,272+19.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |