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 |
|---|---|---|
GERDING EDLEN2+ years Service code 28 1477 NW EVERETT ST · PORTLAND, OR 97209 | Investment Management | $492,500 |
US BANK2+ years Service code 18 · EIN 31-0841368 | Direct payment from the plan; Other f... | $135,134 |
TOBAM SAS2+ years Service code 28 | Investment Management | $72,883 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $63,364 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $58,333 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $58,308 |
Filed as: DOVER VIII ASSOCIATES LP Service code 28 · EIN 30-0692313 | Investment Management | $37,261 |
NEEDLES & ASSOCIATES, LLC2+ years Service code 10 · EIN 51-0435869 | Accounting | $28,624 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $11,362 |
BERENBAUM WEINSHIENK PC2+ years Service code 29 · EIN 84-1075194 | Legal | $6,180 |
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.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 6.81% | 13.03%-6.2pp | 10.36%-3.6pp | 23.90%-17.1pp |
| Employer contribution / active EE | $2,385 | $15,779-84.9% | $37,738-93.7% | $16,539-85.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |