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 |
|---|---|---|
Service code 14 · EIN 83-0947948 | Plan Administrator | $1,213,714 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $530,626 |
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $511,658 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $486,463 |
INVESCO10+ years Service code 28 · EIN 58-1707262 | Investment Management | $402,054 |
LOOMIS SAYLES8 years Service code 28 · EIN 04-3200030 | Investment Management | $300,000 |
VERUS10+ years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $284,996 |
DAVIS WRIGHT TREMAINE10+ years Service code 29 · EIN 91-0839480 | Legal | $243,380 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $232,769 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 | Investment Management | $230,583 |
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.
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 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 5.72% | 9.30%-3.6pp | 7.18%-1.5pp | 9.30%-3.6pp |
| Employer contribution / active EE | $64,404 | $12,557+412.9% | $35,855+79.6% | $12,557+412.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $162-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |