See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHWEST SERVICE ADMIN INC Service code 13 · EIN 86-0785790 2550 W UNION HILLS DRIVE · PHOENIX, AZ 85027 | Contract Administrator | $73,902 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 27 · EIN 26-1370698 | Advisory (Plan) | $54,607 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $54,332 |
CONNER & WINTERS7+ years Service code 29 · EIN 73-1388566 | Legal | $47,230 |
CUNEO, LAWSON, SHAY & STALEY1 year Filed as: CUNEO, LAWSON, SHAY, STALEY Service code 10 · EIN 44-0642126 | Accounting | $21,436 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 12.65% | 24.46%-11.8pp | 11.08%+1.6pp | 13.24%-0.6pp |
| Employer contribution / active EE | $4,330 | $11,981-63.9% | $28,409-84.8% | $14,616-70.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |