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 | $165,668 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $57,000 |
BENESYS, INC.4+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $46,800 |
US BANK4+ years Filed as: US BANK N.A. Service code 18 · EIN 31-0841368 | Custodial (securities); Custodial (ot... | $26,737 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $21,866 |
Service code 29 · EIN 91-0889948 | Legal | $13,200 |
Filed as: CHARLES WENDT Service code 20 5331 SW MACADAM AVE #220 · PORTLAND, OR 97239 | Trustee (individual) | $9,794 |
DARRYL TSEU3 years Service code 20 5331 SW MACADAM AVE #220 · PORTLAND, OH 97239 | Trustee (individual) | $6,131 |
PATRICK MCCULLOUGH1 year Filed as: PATRICK DAY Service code 20 5331 SW MACADAM AVE #220 · PORTLAND, OR 97239 | Trustee (individual) | $5,048 |
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.
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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -6.82% | 4.52%-11.3pp | -0.70%-6.1pp | 0.19%-7.0pp |
| Employer contribution / active EE | $10,323 | $13,719-24.8% | $28,903-64.3% | $13,763-25.0% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |