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 GROUP7 years Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $83,287 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $51,996 |
ASB CAPITAL MANAGEMENT8 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $30,271 |
DAHAB ASSOCIATES9+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $25,259 |
GARCIA HAMILTON & ASSOCIATES4 years Filed as: GARCIA HAMILTON & ASSOCIATES, INC. Service code 28 · EIN 76-0589652 | Investment Management | $19,472 |
CARON & BLETZER, PLLC9+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $11,763 |
COLUMBIA7 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $10,381 |
HNS MGMT CO INC9+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $10,059 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 28 · EIN 51-0368279 | Investment Management | $8,651 |
HGK TRINITY1 year Filed as: HGK TRINITY STREET INTL FUND Service code 28 · EIN 27-4114943 | Investment Management | $8,379 |
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 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 10.11% | 11.98%-1.9pp | 78.53%-68.4pp | 22.81%-12.7pp |
| Employer contribution / active EE | $12,337 | $19,973-38.2% | $31,628-61.0% | $18,290-32.5% |
| Participant deferral / active EE | $2,839 | $2,176+30.5% | $101+2724.0% | $603+370.8% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |