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: WELFARE & PENSION ADMIN SVCS, INC Service code 12 · EIN 91-1363171 | Direct payment from the plan; Contrac... | $1,059,685 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $635,425 |
PIMCO FUNDS11+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $332,658 |
Filed as: BARLOW & COUGHRAN P.S. Service code 29 · EIN 91-0889948 | Legal | $267,153 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $169,619 |
MILLIMAN, INC.11+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $156,080 |
RVK, INC.4 years Filed as: R.V. KUHNS & ASSOCIATES INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $151,685 |
US BANK4 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $93,144 |
INVESCO11+ years Filed as: INVESCO TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $92,446 |
Filed as: ANASTASI MOORE & MARTIN PLLC Service code 10 · EIN 20-8149084 | Accounting | $52,785 |
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 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 12.06% | 9.22%+2.8pp | 52.39%-40.3pp | 9.22%+2.8pp |
| Employer contribution / active EE | $10,275 | $13,567-24.3% | $23,486-56.2% | $13,567-24.3% |
| Participant deferral / active EE | $0 | $575-100.0% | $224-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |