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 AND PENSION ADMIN SERVICE Service code 12 · EIN 91-1363171 | Claims processing; Plan Administrator... | $301,621 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $283,181 |
ULLICO2 years Service code 28 · EIN 52-6435649 | Investment Management | $196,154 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $168,123 |
US BANK2 years Service code 28 · EIN 31-0841368 | Investment Management | $79,887 |
DELAWARE INVESTMENTS8 years Service code 28 · EIN 23-3061021 | Investment Management | $79,884 |
Filed as: TURNER, STOEVE & GAGLIARDI Service code 29 · EIN 91-1282506 | Legal | $72,480 |
MMA SECURITIES LLC4 years Filed as: MARSH & MCLENNAN AGENCY Service code 50 · EIN 26-3237576 | Direct Payment | $63,983 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER Service code 51 · EIN 27-0684167 | Investment Mgmt Fees | $35,757 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.86% | 11.08%-2.2pp | 8.09%+0.8pp | 8.76%+0.1pp |
| Employer contribution / active EE | $16,226 | $13,876+16.9% | $28,732-43.5% | $16,627-2.4% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |