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 |
|---|---|---|
BLITMAN & KING2+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $106,541 |
FEDERATED2+ years Filed as: FEDERATED CLOVER INVESTMENT ADVISOR Service code 28 · EIN 16-1263400 | Investment Management | $103,391 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $100,863 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $76,270 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $75,813 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Service code 19 · EIN 22-3367558 | Securities Custodian | $55,746 |
HALLETT ASSOCIATES, INC.2+ years Service code 11 · EIN 25-1592340 | Actuarial | $38,040 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 51-0368279 | Investment Management | $32,474 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC. Service code 10 · EIN 47-1793720 | Accounting | $21,200 |
JBM COMPUTER CONSULTANTS2+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $13,763 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.90% | 13.03%-0.1pp | 10.36%+2.5pp | 23.90%-11.0pp |
| Employer contribution / active EE | $18,671 | $15,779+18.3% | $37,738-50.5% | $16,539+12.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |