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 |
|---|---|---|
USI CONSULTING GROUP8 years Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $60,474 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $58,857 |
Filed as: HGK TRINITY STATE STREET INTL FUND Service code 28 · EIN 27-4114943 | Investment Management | $34,716 |
ASB CAPITAL MANAGEMENT9 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $34,707 |
HNS MGMT CO INC10+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $27,571 |
GARCIA HAMILTON & ASSOCIATES5 years Filed as: GARCIA HAMILTON & ASSOCIATES, INC. Service code 28 · EIN 76-0589652 | Investment Management | $20,125 |
CARON & BLETZER, PLLC10+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $18,750 |
DAHAB ASSOCIATES10+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $11,608 |
COLUMBIA8 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $10,836 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 4.95% | 6.77%-1.8pp | 10.54%-5.6pp | 7.65%-2.7pp |
| Employer contribution / active EE | $11,171 | $23,265-52.0% | $26,782-58.3% | $20,599-45.8% |
| Participant deferral / active EE | $2,642 | $2,391+10.5% | $122+2063.3% | $1,172+125.3% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |