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 INC5+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $43,264 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $40,658 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $34,898 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $22,265 |
GARCIA HAMILTON & ASSOCIATES5+ years Filed as: GARCIA HAMILTON & ASSOCIATES LP Service code 28 · EIN 76-0589652 | Investment Management | $19,455 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $19,162 |
DAHAB ASSOCIATES5+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $18,676 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $12,378 |
CARON & BLETZER, PLLC5+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $10,500 |
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 | $46,244-100.0% | $94,563-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 2.8%-2.8pp |
| Annual return | 16.91% | 15.23%+1.7pp | 16.32%+0.6pp | 16.32%+0.6pp |
| Employer contribution / active EE | $9,682 | $24,217-60.0% | $31,806-69.6% | $17,007-43.1% |
| Participant deferral / active EE | $1,975 | $1,527+29.3% | $211+834.0% | $406+386.3% |
| Admin fee / account holder | $0 | $127-100.0% | $0 | $127-100.0% |