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 |
|---|---|---|
NWPS2 years Service code 11 · EIN 91-2090931 | Actuarial | $229,599 |
MAMMINI COMPANY INC.2 years Filed as: MAMMINI COMPANY, INC. Service code 27 9750 MIRAMAR RD STE 300 · SAN DIEGO, CA 92126 | Advisory (Plan) | $52,543 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $29,965 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $23,707 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502 | Contract Administrator | $22,535 |
Filed as: PIPE TRADE DC #36 PENSION TRUST Service code 30 · EIN 94-6082956 | Direct payment from the plan; Employe... | $15,445 |
MATRIX TRUST COMPANY8+ years Service code 28 · EIN 75-3182674 | Investment Management | $14,593 |
US BANK1 year Service code 18 · EIN 31-0841368 | Investment management fees paid direc... | $8,833 |
Filed as: THE LAW OFFICE OF MICHAEL E. MOSS Service code 29 2001 SPEAR ST STE 1100 · SAN FRANCISCO, CA 941056164 | Legal | $5,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,814 | $76,774-37.7% | $112,228-57.4% | $77,904-38.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.16% | -10.25%-2.9pp | 27.45%-40.6pp | 12.21%-25.4pp |
| Employer contribution / active EE | $8,560 | $3,977+115.2% | $3,635+135.5% | $2,848+200.6% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $186 | $239-22.3% | $6,410-97.1% | $133+40.1% |