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 |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES6+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $31,308 |
BERLA INVESTMENT CONSULTING6+ years Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $22,000 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $18,456 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $17,062 |
ALLIANZ GLOBAL INVESTORS6+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 01-0645160 | Investment Management | $11,593 |
Service code 29 · EIN 94-2576729 | Legal | $6,609 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,733 | $91,517-21.6% | $101,248-29.2% | $73,409-2.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 10.29% | 17.17%-6.9pp | 46.47%-36.2pp | 59.29%-49.0pp |
| Employer contribution / active EE | $2,833 | $2,877-1.5% | $3,660-22.6% | $2,234+26.8% |
| Participant deferral / active EE | $2,163 | $3,338-35.2% | $4,370-50.5% | $3,805-43.2% |
| Admin fee / account holder | $167 | $216-22.7% | $5,945-97.2% | $158+5.7% |