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 |
|---|---|---|
HNS MGMT CO INC6+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $106,031 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $71,085 |
GARCIA HAMILTON & ASSOCIATES6+ years Filed as: GARCIA HAMILTON & ASSOCIATES LP Service code 28 · EIN 76-0589652 | Investment Management | $67,496 |
DAHAB ASSOCIATES5 years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $66,077 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $54,560 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $44,070 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $25,465 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 28 · EIN 51-0368279 | Investment Management | $21,324 |
CARON & BLETZER, PLLC6+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
RHUMBLINE ADVISORS5 years Filed as: RHUMBLINE Service code 28 · EIN 04-3118582 | Investment Management | $7,353 |
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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 12.16% | 15.15%-3.0pp | 10.57%+1.6pp | 11.45%+0.7pp |
| Employer contribution / active EE | $12,226 | $16,781-27.1% | $29,483-58.5% | $17,219-29.0% |
| Participant deferral / active EE | $3,090 | $1,180+161.9% | $150+1961.6% | $357+766.3% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |