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 13 · EIN 91-1363171 | Contract Administrator | $335,587 |
WASHINGTON CAPITAL MANAGEMENT, INC.11+ years Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $288,747 |
MILLIMAN, INC.11+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $206,271 |
ULLICO3 years Service code 28 · EIN 52-6435649 | Investment Management | $154,957 |
BLACKSTONE2 years Filed as: BLACKSTONE INFRASTRUCTURE PARNTERS Service code 28 · EIN 94-3067788 | Investment Management | $127,244 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $82,400 |
Filed as: TURNER, STOEVE & GAGLIARDI Service code 29 · EIN 91-1282506 | Legal | $68,573 |
MMA SECURITIES LLC5 years Filed as: MARSH & MCLENNAN AGENCY Service code 23 · EIN 26-3237576 | Direct payment from the plan; Insuran... | $63,029 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $59,438 |
Filed as: ANASTASI, MOORE & MARTIN Service code 10 · EIN 20-8149084 | Accounting | $34,538 |
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.
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 | 13.87% | 10.50%+3.4pp | 9.65%+4.2pp | 9.22%+4.6pp |
| Employer contribution / active EE | $9,452 | $14,720-35.8% | $26,259-64.0% | $13,567-30.3% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |