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 |
|---|---|---|
Filed as: MISSION SUPPORT ALLIANCE LLC Service code 14 · EIN 30-0419594 | Plan Administrator | $951,006 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $800,400 |
Service code 28 · EIN 98-0444411 | Investment Management | $756,429 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $603,005 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $588,980 |
WILLIAM BLAIR1+ years Service code 28 · EIN 27-6331814 | Investment Management | $508,599 |
ARONSON & JOHNSON & ORTIZ, LP1+ years Filed as: ARONSON JOHNSON ORTIZ Service code 28 · EIN 23-2312104 | Investment Management | $442,145 |
Filed as: TCW MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $408,569 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $314,121 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $280,408 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,249-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 0.30% | 1.67%-1.4pp | 1.50%-1.2pp | 1.67%-1.4pp |
| Employer contribution / active EE | $22,947 | $10,506+118.4% | $37,746-39.2% | $10,506+118.4% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $87-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $0 | $66,276-100.0% |