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 |
|---|---|---|
Service code 13 · EIN 04-6063733 | Contract Administrator | $522,000 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $344,798 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $253,007 |
STATE STREET GLOBAL ADVISORS10+ years Service code 19 · EIN 04-0025081 | Securities Custodian | $59,033 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,000 |
MANZI & ASSOCIATES, LLC10+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $38,752 |
KRAKOW & SOURIS4 years Filed as: KRAKOW, SOURIS & LANDRY Service code 29 · EIN 04-3363718 | Legal | $9,053 |
THE SEGAL COMPANY8 years Service code 16 · EIN 13-1835864 | Consulting | $7,500 |
Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $6,245 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $0 |
Annual investment return 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 | $175,586 | $117,739+49.1% | $100,534+74.7% | $117,739+49.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 80.6%+19.4pp | 76.6%+23.4pp |
| Annual return | 9.18% | 17.29%-8.1pp | 32.66%-23.5pp | 17.29%-8.1pp |
| Employer contribution / active EE | $8,602 | $3,746+129.6% | $4,346+97.9% | $3,746+129.6% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $6,144-100.0% | $6,128-100.0% |
| Admin fee / account holder | $88 | $112-21.4% | $7,654-98.9% | $112-21.4% |