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 |
|---|---|---|
WELFARE & PENSION ADMIN SERVICE INC10+ years Filed as: WELFARE & PENSION ADMIN. SERVICE Service code 13 · EIN 91-1363171 | Contract Administrator | $1,534,243 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 28 · EIN 91-1042342 | Investment Management | $1,407,941 |
DEPRINCE, RACE & ZOLLO10+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $364,161 |
WILLIAM BLAIR8 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 28 · EIN 47-2614791 | Investment Management | $347,917 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $148,028 |
VERUS10+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $105,000 |
Filed as: BARLOW & COUGHRAN, P.S. Service code 29 · EIN 91-0889948 | Legal | $101,785 |
INVESCO5 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $101,370 |
ENTRUSTPERMAL1 year Filed as: ENTRUSTPERMAL MANAGEMENT LLC Service code 28 · EIN 41-2048502 | Investment Management | $95,080 |
US BANK5 years Service code 19 · EIN 31-0841368 | Securities Custodian | $79,109 |
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.
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 | 6.23% | 10.50%-4.3pp | 9.65%-3.4pp | 9.22%-3.0pp |
| Employer contribution / active EE | $13,381 | $14,720-9.1% | $26,259-49.0% | $13,567-1.4% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |