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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANK Service code 19 · EIN 26-4310632 | Securities Custodian | $518,728 |
BLACKROCK1 year Filed as: BLACKROCK INVESTMENT MANAGER Service code 28 · EIN 20-5319476 | Investment Management | $349,810 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICE Service code 28 · EIN 74-2798841 | Investment Management | $166,540 |
JEROME BRANCATO10+ years Service code 30 · EIN 13-1939129 | Direct payment from the plan; Employe... | $131,296 |
FIRST STATE TRUST COMPANY10+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $100,463 |
Filed as: SAVASTA & COMPANY INC Service code 11 · EIN 13-3879959 | Actuarial | $77,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 | Accounting | $52,500 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE L BUENO Service code 30 · EIN 13-1939129 | Direct payment from the plan; Employe... | $45,708 |
BAIRD FUNDS1 year Filed as: ROBERT H. BOGUCKI, PC Service code 29 · EIN 13-3397205 | Legal | $39,143 |
ANDREW FAIR, ESQ.3 years Filed as: ANDREW CROSS Service code 30 · EIN 13-1939129 | Employee (plan); Direct payment from ... | $35,924 |
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.11% | 9.32%-0.2pp | 10.54%-1.4pp | 9.30%-0.2pp |
| Employer contribution / active EE | $16,421 | $14,511+13.2% | $26,782-38.7% | $12,557+30.8% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |