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 |
|---|---|---|
PAMCAH ADMIN OFFICE8 years Service code 14 · EIN 99-0110375 | Plan Administrator | $523,054 |
CKW FINANCIAL GROUP10+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $357,628 |
TRUCKER HUSS7 years Service code 29 · EIN 94-3216063 | Legal | $348,264 |
NUVEEN10+ years Filed as: NWQ Service code 28 · EIN 47-0875103 | Investment Management | $228,859 |
PACIFIC INCOME ADVISORS9 years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $222,754 |
FIRST HAWAIIAN BANK4 years Service code 19 · EIN 99-0034327 | Securities Custodian | $201,262 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $200,249 |
THE SEGAL COMPANY10+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $170,007 |
CONGRESS ASSET MANAGEMENT10+ years Service code 28 · EIN 04-2848965 | Investment Management | $151,105 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 | Accounting | $76,440 |
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.
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 | 11.18% | 10.50%+0.7pp | 9.65%+1.5pp | 9.22%+2.0pp |
| Employer contribution / active EE | $12,355 | $14,720-16.1% | $26,259-53.0% | $13,567-8.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |