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 |
|---|---|---|
ALTA CAPITAL MANAGEMENT5+ years Service code 28 · EIN 77-0650218 | Investment Management | $144,410 |
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $106,716 |
AMERICAN FUNDS5+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $103,233 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $102,899 |
KENNETH RYAN2 years Filed as: KENNETH CARR Service code 30 · EIN 13-6043977 | Direct payment from the plan; Employe... | $75,945 |
GIANCARLO PREZIOSO5+ years Service code 30 · EIN 13-6043977 | Direct payment from the plan; Employe... | $75,898 |
BERNZOTT CAPITAL ADVISORS1 year Service code 28 · EIN 77-0464710 | Investment Management | $72,926 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $69,661 |
SLEVIN & HART, P.C.5+ years Service code 29 · EIN 52-1708613 | Legal | $65,203 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $63,694 |
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 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 3.53% | 7.62%-4.1pp | 10.57%-7.0pp | 627.08%-623.6pp |
| Employer contribution / active EE | $20,232 | $18,841+7.4% | $29,483-31.4% | $18,824+7.5% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |