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.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $320,624 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $277,306 |
BENESYS, INC.3+ years Service code 12 · EIN 93-0446761 | Direct payment from the plan; Claims ... | $186,797 |
ULLICO3+ years Filed as: UNION BANK Service code 19 · EIN 94-0304228 | Securities Custodian | $91,893 |
Filed as: BROWNSTEIN, RASK, SWEENEY, KERR Service code 29 · EIN 93-0589000 | Legal | $74,288 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR & COMPANY Service code 28 222 W ADAMS ST. · CHICAGO, IL 60606 | Investment Management | $65,561 |
ULLICO3+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $65,189 |
VERUS3+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $63,000 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $46,786 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $42,526 |
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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | 7.16% | -1.31%+8.5pp | -0.70%+7.9pp | 33.37%-26.2pp |
| Employer contribution / active EE | $9,018 | $12,967-30.5% | $28,903-68.8% | $11,253-19.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |