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 |
|---|---|---|
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $1,312,986 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $573,715 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Service code 19 · EIN 01-0614895 | Securities Custodian | $370,889 |
ENTRUST PARTNERS OFFSHORE LP2+ years Service code 28 · EIN 90-0644478 | Investment Management | $368,209 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS ASSET MANAGEMENT TRUST CO. Service code 27 · EIN 36-3718331 | Advisory (Plan) | $260,789 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $218,151 |
Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 19 · EIN 25-6078093 | Securities Custodian | $206,247 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $166,391 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $162,426 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUANVEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $128,540 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 8.78% | 16.32%-7.5pp | 14.20%-5.4pp | 16.32%-7.5pp |
| Employer contribution / active EE | $3,184 | $12,766-75.1% | $27,968-88.6% | $12,766-75.1% |
| Participant deferral / active EE | $1,569 | $800+96.2% | $576+172.2% | $800+96.2% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |