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 Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $139,985 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN. Service code 10 · EIN 94-3089465 | Accounting | $94,145 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $77,568 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $77,554 |
RVK, INC.1+ years Filed as: R.V. KUHNS AND ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $75,000 |
HANSON BRIDGETT LLP1+ years Service code 29 · EIN 94-1205338 | Legal | $60,656 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $60,530 |
PANTHEON VENTURES, INC.1+ years Service code 28 · EIN 94-3047085 | Investment Management | $56,250 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $38,069 |
INVESCO1+ years Service code 28 · EIN 13-4147424 | Investment Management | $29,898 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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% | $83,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 77.9%-77.9pp | 0.8%-0.8pp |
| Annual return | -0.13% | -0.60%+0.5pp | -0.37%+0.2pp | -0.60%+0.5pp |
| Employer contribution / active EE | $40,171 | $12,272+227.3% | $27,460+46.3% | $12,272+227.3% |
| Participant deferral / active EE | $0 | $416-100.0% | $1,021-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,063-100.0% | $717-100.0% |