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 ADMINISTRATORS5+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $467,611 |
CONSTRUCTION BENEFITS AUDIT CORP5+ years Filed as: CONSTRUCTION LABORERS TF FOR SO CAL Service code 10 · EIN 95-4773932 | Accounting | $284,537 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $242,159 |
GLOBEFLEX CAPITAL LP5+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $211,993 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $202,418 |
PZENA INVESTMENT MANAGEMENT2 years Filed as: PZENA INTL FOCUSED VALUE FD Service code 28 320 PARK AVE FL 8 · NEW YORK, NY 10022 | Investment Management | $166,167 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES, INC Service code 11 · EIN 26-1370698 | Actuarial | $130,858 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 | Investment Management | $123,714 |
CALLAN LLC5+ years Filed as: CALLAN ASSOCIATES, INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $118,083 |
MELISSA W. COOK & ASSOCIATES5+ years Service code 29 · EIN 95-3245809 | Legal | $95,601 |
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.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 0.99% | 6.82%-5.8pp | 8.01%-7.0pp | 12.86%-11.9pp |
| Employer contribution / active EE | $11,413 | $12,695-10.1% | $29,475-61.3% | $13,687-16.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |