See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC10+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $230,753 |
BRANDYWINE GLOBAL INVESTMENT MGMT10+ years Filed as: BRANDYWINE ASSET MANAGEMENT Service code 21 · EIN 51-0294065 | Bank Trustee | $48,137 |
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $44,970 |
DAHAB ASSOCIATES10+ years Filed as: DAHAB ASSOCIATES, INC. Service code 21 · EIN 11-2783874 | Bank Trustee | $37,861 |
EPSTEIN BECKER & GREEN PC6 years Filed as: EPSTEIN, BECKER AND GREEN Service code 29 · EIN 13-3031033 | Legal | $36,956 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $32,029 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT TRUST Service code 21 · EIN 04-2755549 | Bank Trustee | $20,987 |
WILMINGTON TRUST8 years Service code 21 · EIN 75-3182674 | Bank Trustee | $14,779 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 12.47% | 9.30%+3.2pp | 8.39%+4.1pp | 9.30%+3.2pp |
| Employer contribution / active EE | $1,375 | $12,557-89.1% | $41,487-96.7% | $12,557-89.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |