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: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $872,548 |
Filed as: HEALTH SERVICES AND BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Contract Administrator; Recordkeeping... | $411,344 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $409,735 |
SALTZMAN & JOHNSON2 years Filed as: SALTZMAN & JOHNSON LAW CORPORATION Service code 29 · EIN 94-2376174 | Legal | $294,838 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 11 · EIN 94-1503999 | Actuarial | $289,200 |
MCMORGAN & COMPANY LLC4 years Service code 28 · EIN 52-2334338 | Investment Management | $260,053 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY/GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $210,352 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 28 · EIN 41-2016508 | Investment Management | $160,165 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $139,708 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $75,776 |
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 | $138,807-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 7.97% | 9.22%-1.3pp | 8.39%-0.4pp | 9.22%-1.3pp |
| Employer contribution / active EE | $15,013 | $13,567+10.7% | $20,497-26.8% | $13,567+10.7% |
| Participant deferral / active EE | $0 | $575-100.0% | $16-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |