See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042341 | Investment Management | $1,747,832 |
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $530,520 |
Filed as: RAINIER INVESTMENT MANAGEMENT Service code 28 · EIN 91-0331935 | Investment Management | $495,796 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $338,031 |
Filed as: GRYPHON INVESTMENT CORP Service code 28 · EIN 98-0444411 | Investment Management | $288,982 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $232,439 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Service code 28 · EIN 22-3367558 | Investment Management | $206,740 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $108,424 |
VERUS2+ years Filed as: VERUS ADVISORY INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $104,667 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGMENT CO Service code 28 · EIN 95-2705767 | Investment Management | $100,830 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 5.90% | 5.86%0pp | 4.16%+1.7pp | 5.86%0pp |
| Employer contribution / active EE | $5,248 | $10,137-48.2% | $29,966-82.5% | $10,137-48.2% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |