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 91-1042342 | Investment Management | $116,586 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GAM-US Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $87,527 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
NORTHWEST ADMINISTRATORS, INC.1+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $74,233 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $72,243 |
BECKER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 93-0663104 | Investment Management | $67,206 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $61,731 |
Filed as: RAINIER INVESTMENT MANAGEMENT Service code 28 · EIN 46-4242069 | Investment Management | $53,982 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $35,290 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $25,625 |
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.
Form 5500 reported that benefits due were not provided when due.
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% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 1.69% | 0.68%+1.0pp | -1.61%+3.3pp | -0.60%+2.3pp |
| Employer contribution / active EE | $7,501 | $10,568-29.0% | $30,840-75.7% | $12,272-38.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |