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 | $43,166 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $41,733 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $37,753 |
Filed as: GARCIA HAMILTON & ASSOCIATES, INC. Service code 28 · EIN 76-0589652 | Investment Management | $20,920 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 28 · EIN 51-0368279 | Investment Management | $20,824 |
DAHAB ASSOCIATES6+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $17,924 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $13,570 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $13,214 |
CARON & BLETZER, PLLC6+ 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 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 12.19% | 7.62%+4.6pp | 10.57%+1.6pp | 627.08%-614.9pp |
| Employer contribution / active EE | $9,709 | $18,841-48.5% | $29,483-67.1% | $18,824-48.4% |
| Participant deferral / active EE | $2,132 | $1,564+36.3% | $150+1322.4% | $418+410.3% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |