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 |
|---|---|---|
Filed as: QUEST INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $144,854 |
UNITED EMPLOYERS ASSOCIATION, INC.1+ years Service code 13 · EIN 93-0991444 | Contract Administrator | $75,782 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $33,219 |
DAVID DOUGHERTY LLC1+ years Filed as: DAVID DOUGHERTY, LLC Service code 11 · EIN 27-2269497 | Actuarial | $27,338 |
OGLETREE DEAKINS1+ years Service code 29 · EIN 57-1044820 | Legal | $12,637 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $12,000 |
PENSION BENEFIT INFORMATION1+ years Filed as: PENSION BENEFIT INFORMATION, INC Service code 49 · EIN 94-2856521 | Other Services | $8,898 |
DANA INVESTMENT ADVISORS1+ years Filed as: DANA HOADLEY Service code 20 1919 NE PACIFIC STREET, SUITE 200 · PORTLAND, OR 97232 | Direct payment from the plan; Trustee... | $6,691 |
MARK NARDELLA1+ years Filed as: MARK KEIRE Service code 20 1919 NE PACIFIC STREET, SUITE 200 · PORTLAND, OR 97232 | Direct payment from the plan; Trustee... | $5,476 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 1.38% | 16.85%-15.5pp | 5.44%-4.1pp | 11.88%-10.5pp |
| Employer contribution / active EE | $2,135 | $10,313-79.3% | $25,481-91.6% | $14,612-85.4% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |