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 | $847,477 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 14 · EIN 94-3089465 | Plan Administrator | $760,693 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $749,472 |
SALTZMAN & JOHNSON10+ years Service code 29 · EIN 95-4331852 | Legal | $385,275 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $216,913 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $203,113 |
DODGE & COX10+ years Service code 28 PO BOX 659020 · SACRAMENTO, CA 958659020 | Investment Management | $196,664 |
FOUNDRY PARTNERS10+ years Service code 17 · EIN 46-1184506 | Pension Consulting | $165,271 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $157,667 |
FIERA CAPITAL9 years Service code 28 · EIN 13-2726734 | Investment Management | $157,271 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.77% | 10.33%-0.6pp | 8.09%+1.7pp | 9.30%+0.5pp |
| Employer contribution / active EE | $10,313 | $14,972-31.1% | $28,732-64.1% | $12,557-17.9% |
| 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% | - |