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 & PENSION ADMIN SVC, INC. Service code 10 · EIN 91-1363171 | Accounting | $949,187 |
TODD EUGENE HOLT6 years Filed as: TODD ASSET MANAGEMENT LLC Service code 28 · EIN 61-1350302 | Investment Management | $642,244 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 28 · EIN 91-1042342 | Investment Management | $620,625 |
LOOMIS SAYLES9 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $434,192 |
Service code 28 · EIN 46-1294859 | Investment Management | $281,959 |
PANAGORA ASSET MANAGEMENT7 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $136,693 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $130,838 |
VERUS9 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $123,750 |
SLC MANAGEMENT6 years Filed as: SUN LIFE CAPITAL MANAGEMENT LLC Service code 28 · EIN 68-0635051 | Investment Management | $87,067 |
MMA SECURITIES LLC3 years Filed as: MARSH MCLENNAN AGENCY Service code 22 501 N RIVERPOINT BLVD STE 403 · SPOKANE, WA 99202 | Insurance Broker | $76,639 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.63% | 10.50%-0.9pp | 9.65%0pp | 9.22%+0.4pp |
| Employer contribution / active EE | $14,469 | $14,720-1.7% | $26,259-44.9% | $13,567+6.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |