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 |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $231,497 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $137,481 |
ULLICO4 years Service code 28 · EIN 90-0622302 | Investment Management | $134,432 |
Service code 29 · EIN 91-1917286 | Legal | $75,485 |
RVK, INC.10+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $71,634 |
ASB CAPITAL MANAGEMENT8 years Service code 28 · EIN 52-6257033 | Investment Management | $54,215 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $48,797 |
Filed as: LGIM AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $34,205 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO Service code 19 · EIN 94-6052285 | Securities Custodian | $33,698 |
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.
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 5.44% | 10.50%-5.1pp | 9.65%-4.2pp | 9.22%-3.8pp |
| Employer contribution / active EE | $12,340 | $14,720-16.2% | $26,259-53.0% | $13,567-9.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |