See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES10+ years Filed as: UNITED ADMINISTRATIVE SERVICES, INC Service code 28 · EIN 94-1749354 | Investment Management | $96,177 |
DODGE & COX10+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $56,249 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $55,096 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 | Investment Management | $48,859 |
NWPS4 years Service code 11 4025 DELRIDGE WAY SW STE 250 · SEATTLE, WA 98106 | Actuarial | $47,200 |
GEORGE JOHNSON & COMPANY10+ years Filed as: GEORGE BERLA CONSULTING Service code 27 35 QUAIL CT STE 100 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $45,360 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $27,462 |
NEYHART, ANDERSON, FLYNN & GROSBOLL10+ years Service code 29 · EIN 94-2576729 | Legal | $25,446 |
LOCAL 41310+ years Service code 15 · EIN 95-0865940 | Recordkeeping | $16,863 |
LOCAL 63910+ years Service code 15 · EIN 36-8631520 | Recordkeeping | $9,443 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | 8.53% | 9.24%-0.7pp | 9.65%-1.1pp | 10.71%-2.2pp |
| Employer contribution / active EE | $11,017 | $14,215-22.5% | $26,259-58.0% | $14,986-26.5% |
| 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% | - |