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 |
|---|---|---|
Service code 28 · EIN 34-1922005 1801 EAST 9TH ST STE 1400 · CLEVLAND, OH 44114 | Investment Management | $275,864 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $144,918 |
POLEN CAPITAL8 years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD STE 300 · BOCA RATON, FL 33431 | Investment Management | $59,047 |
Filed as: FIRST ACTUARIAL CONSULTING INC. Service code 50 · EIN 26-3842522 1501 BROADWAY STE 1728 · NEW YORK, NY 10036 | Direct Payment | $47,225 |
CONGRESS ASSET MANAGEMENT10+ years Service code 28 · EIN 04-2848965 2 SEAPORT LN · BOSTON, MA 02210 | Investment Management | $39,142 |
PROSKAUER ROSE LLP8 years Service code 29 · EIN 13-1840454 11 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $35,201 |
NEWTOWER TRUST COMPANY7 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $30,510 |
AMALGAMATED BANK7 years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $30,257 |
REYNOLDS CONSULTING SERVICES8 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $26,522 |
AMERICAN FUNDS8 years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $25,407 |
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.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.10% | 11.08%-2.0pp | 8.09%+1.0pp | 8.76%+0.3pp |
| Employer contribution / active EE | $11,439 | $13,910-17.8% | $28,674-60.1% | $16,640-31.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |