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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $228,081 |
SEYFARTH SHAW LLP3+ years Service code 31 · EIN 36-2152202 | Named fiduciary | $106,956 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 21 · EIN 62-1237220 | Bank Trustee | $75,546 |
Filed as: STEINBERG, STECKLER & PICCIURO, CPA Service code 10 · EIN 13-2665700 | Accounting | $42,183 |
DAHAB ASSOCIATES3+ years Filed as: DAHAB ASSOCIATES, INC. Service code 21 · EIN 11-2783874 | Bank Trustee | $36,334 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 21 · EIN 51-0294065 | Bank Trustee | $35,016 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $30,150 |
WILMINGTON TRUST1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $11,934 |
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.
Employer 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 | $0 | $260,109-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.2%-43.2pp | 0.0%0pp |
| Annual return | 14.46% | 17.84%-3.4pp | 8.93%+5.5pp | 17.84%-3.4pp |
| Employer contribution / active EE | $1,075 | $14,688-92.7% | $43,470-97.5% | $14,688-92.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $223-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,225-100.0% | - |