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 | $972,067 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $890,311 |
Service code 28 · EIN 98-0444411 | Investment Management | $826,139 |
INVESCO3+ years Service code 28 · EIN 58-1707262 | Investment Management | $726,420 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $642,149 |
WILLIAM BLAIR3+ years Service code 28 · EIN 27-6331814 | Investment Management | $577,742 |
Filed as: TCW MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $418,730 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $356,026 |
DAVIS WRIGHT TREMAINE3+ years Service code 29 · EIN 91-0839480 | Legal | $298,583 |
Filed as: RANGER INVESTMENT MANAGEMENT LP Service code 28 · EIN 02-0661004 | Investment Management | $214,798 |
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 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 19.28% | 17.84%+1.4pp | 7.90%+11.4pp | 17.84%+1.4pp |
| Employer contribution / active EE | $34,297 | $14,688+133.5% | $41,695-17.7% | $14,688+133.5% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |