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 INC2+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $324,360 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $249,987 |
BENESYS, INC.2+ years Service code 12 · EIN 93-0446761 | Plan Administrator; Contract Administ... | $182,486 |
ULLICO2+ years Filed as: UNION BANK Service code 19 · EIN 94-0304228 | Securities Custodian | $87,466 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY Service code 28 222 W ADAMS ST. · CHICAGO, IL 60606 | Investment Management | $80,762 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $63,169 |
VERUS2+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $63,000 |
Filed as: BROWNSTEIN, RASK, SWEENEY, KERR Service code 29 · EIN 93-0589000 | Legal | $62,318 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $59,618 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $28,345 |
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 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 12.24% | 16.52%-4.3pp | 14.20%-2.0pp | 17.84%-5.6pp |
| Employer contribution / active EE | $8,377 | $13,798-39.3% | $27,968-70.0% | $14,688-43.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |