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 INC4+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $43,942 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $38,527 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $33,174 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $20,079 |
DAHAB ASSOCIATES4+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $19,337 |
GARCIA HAMILTON & ASSOCIATES4+ years Filed as: GARCIA HAMILTON & ASSOCIATES LP Service code 28 · EIN 76-0589652 | Investment Management | $18,568 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $13,375 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $11,755 |
CARON & BLETZER, PLLC4+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $9,855 |
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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | -2.32% | -1.43%-0.9pp | -0.70%-1.6pp | -0.69%-1.6pp |
| Employer contribution / active EE | $9,002 | $25,105-64.1% | $28,903-68.9% | $16,786-46.4% |
| Participant deferral / active EE | $1,958 | $869+125.3% | $148+1219.8% | $525+272.7% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |