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 |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $752,535 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $591,400 |
SEI INVESTMENTS2 years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $323,242 |
ALGER4 years Filed as: FRED ALGER MANAGEMENT, LLC Service code 28 · EIN 13-2510833 | Investment Management | $314,744 |
GCM GROSVENOR2 years Filed as: GCM GROSVENOR L.P. Service code 28 · EIN 20-3979494 | Investment Management | $227,299 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $161,740 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 | Accounting | $153,175 |
ENTRUST PARTNERS OFFSHORE LP4 years Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $142,855 |
QUAN-VEST CONSULTANTS, INC.8 years Filed as: QUANVEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $132,996 |
BRIAN FREEMAN1 year Filed as: BRIAN CHABRA Service code 30 · EIN 11-6183515 | Direct payment from the plan; Employe... | $131,482 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 11.81% | 9.57%+2.2pp | 16.77%-5.0pp | 9.57%+2.2pp |
| Employer contribution / active EE | $3,761 | $9,429-60.1% | $28,306-86.7% | $9,429-60.1% |
| Participant deferral / active EE | $1,626 | $408+298.4% | $40+4013.7% | $408+298.4% |
| Admin fee / account holder | $0 | $0 | - | - |