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 |
|---|---|---|
UA LOCAL 3432 years Filed as: U.A. LOCAL 343 JOINT SERVICES Service code 13 · EIN 94-6092775 | Contract Administrator | $131,532 |
VERUS4 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $113,958 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $105,654 |
KRAW LAW GROUP1 year Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $63,160 |
WHITESTAR ADVISORS, LLC7 years Filed as: WHITESTAR ADVISORS Service code 28 · EIN 03-0496641 | Investment Management | $60,000 |
Filed as: NORTHWEST PLAN SERVICES Service code 11 · EIN 91-2090931 | Actuarial | $46,800 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $35,385 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $33,118 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $27,884 |
TAKEHARA LANDSCAPE, INC.2 years Service code 49 8801 FOLSON BLVD., SUITE 177 · SACRAMENTO, CA 95826 | Other Services | $23,491 |
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 | 7.17% | 11.08%-3.9pp | 8.09%-0.9pp | 8.76%-1.6pp |
| Employer contribution / active EE | $16,897 | $13,876+21.8% | $28,732-41.2% | $16,627+1.6% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |