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: GC INVESTMENT MANAGEMENT LLC Service code 28 · EIN 46-1221982 | Investment Management | $222,937 |
PFM ADVISORS7 years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 23-3087064 | Investment Management | $212,944 |
JOHN SHALOO10+ years Service code 30 · EIN 21-0699966 | Direct payment from the plan; Employe... | $86,092 |
BLACKSTONE10+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $76,190 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $72,667 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $37,500 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 18 · EIN 22-1146430 | Investment management fees paid direc... | $20,028 |
Service code 29 · EIN 22-1943351 | Legal | $16,890 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGUE & O'DONOGHUE Service code 29 · EIN 53-0120528 | Legal | $15,496 |
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 14.55% | 9.12%+5.4pp | 9.57%+5.0pp | 10.77%+3.8pp |
| Employer contribution / active EE | $25,368 | $14,150+79.3% | $26,706-5.0% | $15,292+65.9% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |