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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT6+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 | Investment Management | $203,253 |
Service code 28 · EIN 34-1922005 | Investment Management | $166,712 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $132,488 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $90,624 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUANVEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $56,076 |
ATALANTA SOSNOFF6+ years Service code 28 · EIN 20-0461050 | Investment Management | $39,886 |
FOUNDRY PARTNERS3 years Filed as: FOUNDRY PARTNERS LLC Service code 28 1660 W. SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $30,736 |
MSPC6+ years Service code 10 · EIN 22-2951202 | Accounting | $30,500 |
AMALGAMATED BANK6+ years Service code 28 · EIN 13-4920330 | Investment Management | $29,192 |
WILLIAM ROTHBERG, ESQ.6+ years Filed as: WILLIAM ROTHBERG, P.C. Service code 29 · EIN 11-2715017 | Legal | $22,860 |
Annual investment return 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 | $45,990 | $47,634-3.5% | $90,404-49.1% | $90,288-49.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 8.70% | 19.61%-10.9pp | 1293.02%-1284.3pp | 53.97%-45.3pp |
| Employer contribution / active EE | $7,129 | $1,749+307.6% | $3,262+118.5% | $2,524+182.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $277 | $106+161.6% | $5,611-95.1% | $114+143.2% |