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 9-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 |
|---|---|---|
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $196,386 |
TRI-STATE ADMINISTRATORS INC9+ years Filed as: TRI-STATE ADMINISTRATORS Service code 13 · EIN 23-3478819 | Contract Administrator | $156,873 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $78,768 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $69,287 |
Filed as: CHEVY CHASE TRUST Service code 20 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment management; Investment man... | $61,217 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $49,621 |
PNC BANK, N.A.9+ years Filed as: PNC Service code 19 · EIN 22-1146430 | Securities Custodian | $46,178 |
BARATZ & ASSOCIATES, P.A.9+ years Service code 10 · EIN 22-2212404 | Accounting | $41,250 |
Service code 28 · EIN 04-2895544 | Investment Management | $35,384 |
JOHNSTON ASSET MANAGEMENT8 years Service code 28 · EIN 13-3257590 | Investment Management | $25,103 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 100.94% | 8.76%+92.2pp | 148.21%-47.3pp | 8.76%+92.2pp |
| Employer contribution / active EE | $4,986 | $16,627-70.0% | $26,792-81.4% | $16,627-70.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $63-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |