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 |
|---|---|---|
REHN & ASSOCIATES3 years Filed as: A.W. REHN & ASSOCIATES, INC. Service code 13 · EIN 91-1008626 | Contract Administrator | $305,438 |
MILLIMAN, INC.7 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $188,838 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS PTY LTD. Service code 52 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Indirect Investment Fees | $182,957 |
PANAGORA ASSET MANAGEMENT10+ years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $161,874 |
VERSUS ADVISORY, INC.3 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $102,500 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $63,197 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE PE FUND VIII, LP Service code 52 · EIN 46-1885341 | Indirect Investment Fees | $60,646 |
TURNER, STOEVE & GAGLIARDI, P.S.10+ years Filed as: TURNER STOEVE & GAGLIARDI, P.S. Service code 29 · EIN 91-1282506 | Legal | $58,112 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $23,967 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $20,988 |
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 | 36.43% | 9.24%+27.2pp | 9.65%+26.8pp | 10.71%+25.7pp |
| Employer contribution / active EE | $14,411 | $14,215+1.4% | $26,259-45.1% | $14,986-3.8% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |