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 |
|---|---|---|
ALAN BILLER & ASSOCIATES6 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $225,532 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $103,869 |
SOUTHWEST SERVICE ADMINISTRATORS10+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $94,974 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $92,939 |
ULLICO7 years Filed as: ULLICO INFRASTRUCTURE Service code 51 · EIN 90-0622302 | Investment Mgmt Fees | $61,469 |
US BANK5 years Service code 19 800 NICOLLET MALL · MINNEAPOLIS, MN 554027014 | Securities Custodian | $58,067 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR & CO LLC Service code 51 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Mgmt Fees | $52,353 |
ARROWSTREET CAPITAL8 years Filed as: ARROWSTREET INTERNATIONAL Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $43,691 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614949 | Insurance services | $31,068 |
KELLEY LAW GROUP2 years Service code 29 3800 N CENTRAL AVE #530 · PHOENIX, AZ 85012 | Legal | $30,656 |
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.
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 | 10.69% | 9.24%+1.5pp | 9.65%+1.0pp | 10.71%0pp |
| Employer contribution / active EE | $13,184 | $14,215-7.3% | $26,259-49.8% | $14,986-12.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |