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 | $877,597 |
INVESCO6+ years Service code 28 · EIN 58-1707262 | Investment Management | $835,680 |
Service code 28 · EIN 98-0444411 | Investment Management | $782,382 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $739,075 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $683,472 |
WILLIAM BLAIR6+ years Service code 28 · EIN 27-6331814 | Investment Management | $604,391 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $406,103 |
LOOMIS SAYLES4 years Service code 28 · EIN 04-3200030 | Investment Management | $318,806 |
Filed as: RANGER INVESTMENT MANAGEMENT LP Service code 28 · EIN 02-0661004 | Investment Management | $279,082 |
Filed as: TCW MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $269,185 |
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 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 10.74% | 12.86%-2.1pp | 7.48%+3.3pp | 12.86%-2.1pp |
| Employer contribution / active EE | $40,845 | $13,687+198.4% | $39,603+3.1% | $13,687+198.4% |
| Participant deferral / active EE | $0 | $833-100.0% | $172-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |