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 |
|---|---|---|
SAN DIEGO ELECTRICAL ADMIN CORP.10+ years Service code 14 · EIN 72-1571046 | Plan Administrator | $942,581 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 28 · EIN 91-1042342 1200 SIXTH AVE. 700 · SEATTLE, WA 98101 | Investment Management | $513,102 |
TODD INVESTMENT ADVISORS5 years Service code 28 · EIN 61-0954294 | Investment Management | $369,056 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL LL Service code 28 · EIN 94-3411725 600 FIFTH AVE. · NEW YORK, NY 10020 | Investment Management | $191,554 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $190,464 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES,LLC Service code 17 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Pension Consulting | $186,772 |
Filed as: LAQUER, URBAN, CLIFFORD,& HODGE LLP Service code 29 · EIN 95-4047729 | Legal | $122,622 |
NWPS3 years Filed as: NWPS ACTUARY SERVICES, INC Service code 11 · EIN 04-3721424 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $113,552 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 52 · EIN 36-1561860 | Indirect Investment Fees | $46,264 |
CLEAN TECH10+ years Service code 28 · EIN 27-2389233 | Investment Management | $30,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | 8.80% | 10.50%-1.7pp | 9.65%-0.9pp | 9.22%-0.4pp |
| Employer contribution / active EE | $7,975 | $14,720-45.8% | $26,259-69.6% | $13,567-41.2% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |