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 |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $283,426 |
LABOR TRUST SERVICES, INC.2+ years Filed as: LABOR TRUST SERVICES Service code 10 · EIN 92-0034888 | Accounting | $170,121 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 15 · EIN 26-4310632 | Recordkeeping | $156,742 |
JERMAIN, DUNNAGAN & OWENS, PC2+ years Filed as: JERMAIN, DUNNAGAN & OWENS Service code 29 · EIN 92-0116216 | Legal | $94,162 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $76,568 |
PARKER, SMITH & FEEK2+ years Service code 22 · EIN 91-0660018 | Insurance Broker | $27,828 |
Filed as: WELFARE AND PENSION ADMIN SERVICES Service code 10 · EIN 91-1363171 | Accounting | $23,827 |
ANASTASI, MOORE & MARTIN, PLLC2+ years Service code 10 · EIN 20-8149084 | Accounting | $19,895 |
US BANK2+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $14,753 |
VERUS1 year Service code 16 999 THIRD AVENUE, SUITE 4200 · SEATTLE, WA 98104 | Consulting | $14,583 |
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 9.76% | 11.09%-1.3pp | 8.32%+1.4pp | 13.95%-4.2pp |
| Employer contribution / active EE | $17,894 | $10,980+63.0% | $30,793-41.9% | $16,598+7.8% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |