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 |
|---|---|---|
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 71 S. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $131,463 |
ASB CAPITAL MANAGEMENT1+ years Service code 52 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Indirect Investment Fees | $126,109 |
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION CORPORATION Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 93721 | Contract Administrator | $84,966 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 52 · EIN 95-4861680 11111 SANTA MONICA BLVD, 15TH FLOOR · LOS ANGELES, CA 90025 | Indirect Investment Fees | $71,903 |
VERUS1+ years Filed as: VERUS ADVISORY, INC Service code 51 · EIN 91-1320111 999 THIRD AVENUE SUITE 4200 · SEATTLE, WA 98104 | Investment Mgmt Fees | $68,250 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 TWO EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $39,544 |
US BANK1+ years Service code 19 · EIN 31-0841368 221 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $34,307 |
GILBERT & SACKMAN1+ years Service code 29 · EIN 95-2906951 3699 WILSHIRE BLVD. SUITE 1200 · LOS ANGELES, CA 90010 | Legal | $26,101 |
LOOMIS SAYLES1+ years Service code 52 · EIN 04-3200030 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $24,043 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 52 · EIN 84-0591534 1555 PEACHTREE STREET · ATLANTA, GA 30309 | Indirect Investment Fees | $16,238 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 0.41% | 3.49%-3.1pp | 4.16%-3.7pp | 7.18%-6.8pp |
| Employer contribution / active EE | $16,874 | $11,083+52.3% | $29,966-43.7% | $13,095+28.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |