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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $49,430 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $36,472 |
HNS MGMT CO INC3+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $29,115 |
GARCIA HAMILTON & ASSOCIATES3+ years Filed as: GARCIA HAMILTON & ASSOCIATES LP Service code 28 · EIN 76-0589652 | Investment Management | $20,293 |
DAHAB ASSOCIATES3+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $18,957 |
Filed as: ABERDEEN ASSET MGMT, INC. Service code 28 · EIN 51-0368279 | Investment Management | $17,727 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $16,650 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $11,843 |
CARON & BLETZER, PLLC3+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $9,381 |
SHIPMAN & GOODWIN LLP3+ years Service code 29 · EIN 06-0640174 | Legal | $5,244 |
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.
Employer 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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 11.10% | 12.51%-1.4pp | 14.20%-3.1pp | 13.95%-2.8pp |
| Employer contribution / active EE | $1,392 | $17,557-92.1% | $27,968-95.0% | $16,598-91.6% |
| Participant deferral / active EE | $1,901 | $552+244.4% | $576+229.8% | $511+271.8% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |