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: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $253,704 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $167,551 |
ANALYTIC INVESTORS, LLC2+ years Filed as: ANALYTIC INVESTORS Service code 28 · EIN 95-2665790 | Investment Management | $121,344 |
THOMPSON, SIEGEL & WALMSLEY2+ years Filed as: THOMPSON, SIEGEL & WALMSLEY LLC Service code 28 · EIN 54-0854396 | Investment Management | $108,200 |
Filed as: WELFARE AND PENSION ADMINISTRATION Service code 14 · EIN 91-1363171 | Plan Administrator | $96,423 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 94-1671384 | Securities Custodian | $89,657 |
CAMBIAR INVESTORS LLC2+ years Service code 28 · EIN 84-1596610 | Investment Management | $85,174 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL CORPORATION Service code 28 | Investment Management | $75,104 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $73,410 |
FEDERAL INSURANCE COMPANY2+ years Service code 23 15 MOUNTAINVIEW RD · WARREN, NJ 07059 | Insurance services; Direct payment fr... | $52,189 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,274-100.0% | $149,718-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 3.91% | 20.36%-16.5pp | 1501.63%-1497.7pp | 20.87%-17.0pp |
| Employer contribution / active EE | $12,033 | $3,727+222.9% | $5,445+121.0% | $2,310+420.8% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |