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 |
|---|---|---|
WILLIAM C. EARHART CO., INC.11+ years Filed as: WILLIAM C. EARHART CO. Service code 10 · EIN 93-0509592 | Accounting | $477,139 |
MFS INVESTMENT MANAGEMENT11+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $376,197 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE GROUP, INC Service code 28 · EIN 65-1218396 | Investment Management | $335,810 |
ULLICO9 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $287,135 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $284,220 |
WASHINGTON CAPITAL MANAGEMENT, INC.11+ years Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $250,635 |
MILLIMAN, INC.11+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $227,777 |
ASB CAPITAL MANAGEMENT11+ years Service code 28 · EIN 80-0618452 | Investment Management | $219,668 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 | Investment Management | $181,631 |
US BANK11+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $143,632 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 13.52% | 10.50%+3.0pp | 9.65%+3.9pp | 9.22%+4.3pp |
| Employer contribution / active EE | $16,178 | $14,720+9.9% | $26,259-38.4% | $13,567+19.2% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |