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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $315,894 |
BENESYS, INC.1+ years Service code 12 · EIN 93-0446761 | Plan Administrator; Claims processing... | $179,700 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $129,387 |
ULLICO1+ years Filed as: UNION BANK Service code 19 · EIN 94-0304228 | Securities Custodian | $84,125 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY Service code 28 222 W ADAMS ST. · CHICAGO, IL 60606 | Investment Management | $74,488 |
ULLICO1+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $61,384 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $57,347 |
VERUS1+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $56,000 |
Filed as: BROWNSTEIN, RASK, SWEENEY, KERR Service code 29 · EIN 93-0589000 | Legal | $45,883 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $28,897 |
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.
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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 0.22% | 6.68%-6.5pp | 4.72%-4.5pp | 9.19%-9.0pp |
| Employer contribution / active EE | $8,151 | $25,873-68.5% | $30,821-73.6% | $12,608-35.3% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |