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 |
|---|---|---|
ALASKA EXECUTIVE SEARCH INC2 years Filed as: ALASKA TEAMSTER ESC Service code 14 · EIN 92-0046048 | Plan Administrator | $659,186 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $404,386 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 27 277 PARK AVENUE · NEW YORK, NY 10012 | Advisory (Plan) | $251,692 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D. BILLER & ASSOCIATES Service code 50 · EIN 94-2854958 | Direct Payment | $225,000 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $221,393 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 23 · EIN 38-2383171 | Direct payment from the plan; Insuran... | $191,897 |
GLOBAL TRUST COMPANY2 years Filed as: GLOBAL TRUST Service code 28 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Investment Management | $177,910 |
MONDRESS MONACO PARR LOCKWOOD PLLC10+ years Filed as: MONDRESS MONACO,PARK LOCKWOOD PLLC Service code 29 · EIN 91-1917286 | Legal | $57,713 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $48,910 |
BLACKSTONE1 year Service code 28 101 CALIFORNIA STREET, 44TH FLOOR · SAN FRANCISCO, CA 94111 | Investment Management | $46,146 |
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 0.0%0pp |
| Annual return | 10.20% | 9.04%+1.2pp | 44.37%-34.2pp | 9.04%+1.2pp |
| Employer contribution / active EE | $11,577 | $14,127-18.1% | $36,004-67.8% | $14,127-18.1% |
| Participant deferral / active EE | $0 | $665-100.0% | $159-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |