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 |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS10+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $557,874 |
PZENA INVESTMENT MANAGEMENT7 years Filed as: PZENA INTL FOCUSED VALUE FD Service code 28 320 PARK AVE 8TH FL · NEW YORK, NY 10022 | Investment Management | $396,738 |
CONSTRUCTION BENEFITS AUDIT CORP10+ years Filed as: CONSTRUCTION LABORERS TF FOR SO CAL Service code 10 · EIN 95-4773932 | Accounting | $392,694 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $308,609 |
GLOBEFLEX CAPITAL LP10+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $285,220 |
NEPC, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $170,841 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES, INC Service code 11 · EIN 26-1370698 | Actuarial | $149,453 |
US BANK10+ years Service code 19 · EIN 34-0841368 | Securities Custodian | $138,696 |
MELISSA W. COOK & ASSOCIATES10+ years Service code 29 · EIN 95-3245809 | Legal | $91,160 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 | Investment Management | $67,844 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 9.32% | 10.50%-1.2pp | 9.65%-0.3pp | 9.22%+0.1pp |
| Employer contribution / active EE | $11,651 | $14,720-20.8% | $26,259-55.6% | $13,567-14.1% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |