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.1 year Filed as: BENESYS ADMINISTRATORS Service code 15 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 480982808 | Recordkeeping | $268,281 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Actuarial | $192,514 |
Service code 51 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $98,506 |
MONDRESS MONACO PARR LOCKWOOD PLLC10+ years Filed as: SONG MONDRESS Service code 29 · EIN 91-1917286 720 THIRD AVENUE · SEATTLE, WA 98104 | Legal | $96,705 |
ACADIAN ASSET MANAGEMENT LLC10+ years Filed as: ACADIAN ASSET MANAGMENT LLC Service code 28 · EIN 45-2634493 260 FRANKLIN STREET · BOSTON, MA 02210 | Investment Management | $75,816 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD 13TH FL · SILVER SPRINGS, MD 20910 | Investment Mgmt Fees | $72,808 |
HAYNIE & COMPANY8 years Service code 10 · EIN 87-0325228 1785 WEST 2300 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $61,003 |
Filed as: WASHINTON CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1042342 1301 FIFTH AVE STE 3100 · SEATTLE, WA 98101 | Investment Management | $60,588 |
US BANK10+ years Service code 19 · EIN 93-0826646 555 SOUTHWEST OAK · PORTLAND, OR 97204 | Securities Custodian | $42,164 |
BRANDYWINE GLOBAL INVESTMENT MGMT10+ years Service code 28 · EIN 51-0412248 2929 ARCH ST 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $40,848 |
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 5.89% | 9.27%-3.4pp | 37.43%-31.5pp | 10.71%-4.8pp |
| Employer contribution / active EE | $17,925 | $14,139+26.8% | $38,058-52.9% | $14,986+19.6% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |