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: WASHINGTON CAPITAL MANAGEMENT INC Service code 50 · EIN 91-1042342 | Direct Payment | $198,642 |
RBC GLOBAL ASSET MANAGEMENT9 years Filed as: RBC GLOBAL ASSET MANAGEMENT US, INC Service code 28 · EIN 41-1460668 | Investment Management | $153,577 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE Service code 16 · EIN 23-2962336 110 WASHINGTON ST STE 1300 · CONSHOHOCKEN, PA 19428 | Consulting | $125,026 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 50 · EIN 04-3200030 | Direct Payment | $116,092 |
NORTHWEST ADMINISTRATORS, INC.10+ years Service code 10 · EIN 91-0680697 | Accounting | $98,278 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 16 · EIN 58-2432390 | Consulting | $97,500 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $88,594 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $76,316 |
Service code 29 · EIN 91-0889948 | Legal | $47,049 |
PROPEL INSURANCE10+ years Service code 16 · EIN 91-0830024 | Consulting | $41,096 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.09% | 11.08%-3.0pp | 8.09%0pp | 8.76%-0.7pp |
| Employer contribution / active EE | $9,822 | $13,910-29.4% | $28,674-65.7% | $16,640-41.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |