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 |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $924,987 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $455,894 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $320,596 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $148,056 |
US BANK10+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $132,088 |
Filed as: TURNER STOEVE & GAGLIARDI PS Service code 29 · EIN 91-1282506 | Legal | $114,661 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $73,350 |
STATE STREET GLOBAL ADVISORS7 years Service code 28 · EIN 04-0025081 | Investment Management | $58,481 |
CALPA ADVISORS LLC2 years Service code 28 11250 KIRKLAND WAY SUITE 100 · KIRKLAND, WA 98033 | Investment Management | $51,285 |
ULLICO6 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $49,578 |
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.
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.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.51% | 10.50%+1.0pp | 9.65%+1.9pp | 9.22%+2.3pp |
| Employer contribution / active EE | $23,381 | $14,720+58.8% | $26,259-11.0% | $13,567+72.3% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |