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: WELFARE & PENSION ADMIN SVC, INC Service code 10 · EIN 91-1363171 | Accounting | $686,443 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $316,200 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $312,352 |
NEPC, LLC10+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $146,991 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $135,765 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $131,198 |
RICE HALL JAMES5 years Filed as: RICE HALL JAMES & ASSOCIATES LLC Service code 28 · EIN 43-1992528 | Investment Management | $81,832 |
SEGALL BRYANT & HAMILL9 years Service code 28 · EIN 41-1788385 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $81,709 |
Filed as: QUEST INVESTMENT MANAGEMENT LLC Service code 28 · EIN 93-0880854 5335 MEADOWS RD STE400 · LAKE OSWEGO, OR 97035 | Investment Management | $77,712 |
Filed as: BARLOW COUGHRAN MORALES & JOSEPSON Service code 29 · EIN 91-0889948 | Legal | $71,322 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.61% | 10.33%-3.7pp | 8.09%-1.5pp | 9.30%-2.7pp |
| Employer contribution / active EE | $10,929 | $14,972-27.0% | $28,732-62.0% | $12,557-13.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |