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 |
|---|---|---|
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $128,423 |
HNS MGMT CO INC4+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $99,135 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC Service code 28 · EIN 51-0368279 | Investment Management | $69,840 |
GARCIA HAMILTON & ASSOCIATES4+ years Filed as: GARCIA HAMILTON & ASSOCIATES LP Service code 28 · EIN 76-0589652 | Investment Management | $69,463 |
DAHAB ASSOCIATES3 years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $67,737 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $48,027 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $39,056 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING, INC Service code 11 · EIN 06-1053228 | Actuarial | $24,625 |
CARON & BLETZER, PLLC4+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $10,855 |
RHUMBLINE ADVISORS3 years Filed as: RHUMBLINE Service code 28 · EIN 04-3118582 | Investment Management | $7,749 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -2.76% | 4.52%-7.3pp | -0.70%-2.1pp | 0.19%-3.0pp |
| Employer contribution / active EE | $10,558 | $13,719-23.0% | $28,903-63.5% | $13,763-23.3% |
| Participant deferral / active EE | $2,844 | $2,003+42.0% | $148+1817.1% | $804+253.9% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |