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 |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $277,962 |
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 12 · EIN 91-1363171 | Recordkeeping and information managem... | $257,785 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $238,527 |
DELAWARE INVESTMENTS3 years Service code 28 · EIN 23-3061021 | Investment Management | $183,715 |
HARDING LOEVNER LP5+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $102,111 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $81,667 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $50,425 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON CAPITAL MANAGEMENT Service code 28 4 EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $36,842 |
TURNER, STOEVE & GAGLIARDI, P.S.5+ years Filed as: TURNER, STOEVE, GAGLIARDI Service code 29 · EIN 91-1282506 | Legal | $34,649 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $18,147 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 15.45% | 12.20%+3.2pp | 10.56%+4.9pp | 21.83%-6.4pp |
| Employer contribution / active EE | $11,616 | $12,801-9.3% | $30,197-61.5% | $12,237-5.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |