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 |
|---|---|---|
Service code 28 · EIN 93-0646988 | Investment Management | $146,108 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $99,744 |
US BANK1+ years Filed as: US BANK N.A. Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $25,522 |
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $24,120 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: A & I BENEFIT PLAN ADMINISTRATORS Service code 13 · EIN 93-0446761 | Contract Administrator | $22,950 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $18,049 |
Service code 29 · EIN 91-0889948 | Legal | $15,796 |
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 10151 SE SUNNYSIDE RD · CLACKAMAS, OR 97015 | Recordkeeping | $9,147 |
RANDALL & HURLEY, INC.1+ years Filed as: RANDALL BAKER Service code 20 1220 SW MORRISON STE 300 · PORTLAND, OR 97205 | Trustee (individual) | $8,124 |
KENNETH RYAN1+ years Filed as: KENNETH GILL Service code 20 1220 SW MORRISON STE 300 · PORTLAND, OR 97205 | Trustee (individual) | $7,971 |
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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -1.76% | -1.11%-0.7pp | -1.10%-0.7pp | -0.60%-1.2pp |
| Employer contribution / active EE | $8,950 | $11,820-24.3% | $27,248-67.2% | $12,272-27.1% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |