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 |
|---|---|---|
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $895,364 |
WELFARE & PENSION ADMIN SERVICE INC10+ years Filed as: WELFARE & PENSION ADMIN SERVICE Service code 10 · EIN 91-1363171 | Accounting | $456,314 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $206,414 |
DODGE & COX5 years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $162,489 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $142,389 |
Filed as: BARLOW & COUGHRAN, P.S. Service code 29 · EIN 91-0889948 | Legal | $82,192 |
Service code 28 · EIN 51-0412248 | Investment Management | $81,910 |
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $56,216 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $32,023 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $31,839 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.41% | 10.33%-2.9pp | 8.09%-0.7pp | 9.30%-1.9pp |
| Employer contribution / active EE | $9,622 | $14,972-35.7% | $28,732-66.5% | $12,557-23.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |