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 EDLEN5+ years Service code 28 1477 NW EVERETT ST · PORTLAND, OR 97209 | Investment Management | $433,133 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $100,000 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $64,104 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $59,441 |
NEEDLES & ASSOCIATES, LLC5+ years Service code 10 · EIN 51-0435869 | Accounting | $51,865 |
DOVER VIII ASSOCIATES, L.P4 years Filed as: DOVER VIII ASSOCIATES LP Service code 28 · EIN 30-0692313 | Investment Management | $37,393 |
US BANK5+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $19,019 |
SPENCER FANE LLP3 years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $15,045 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -7.92% | 6.41%-14.3pp | 8.01%-15.9pp | 11.45%-19.4pp |
| Employer contribution / active EE | $2,696 | $11,592-76.7% | $29,475-90.9% | $17,219-84.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |