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 |
|---|---|---|
BLACKSTONE2+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $85,888 |
LORD ABBETT2+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $80,828 |
CINDY PERNA2+ years Filed as: CINDY HOFFMAN Service code 30 · EIN 21-0699966 | Recordkeeping fees; Employee (plan) | $78,951 |
ALGER2+ years Filed as: FRED ALGER & COMPANY INC Service code 28 · EIN 13-2665689 | Investment Management | $74,309 |
JENNINGS SIGMOND P.C.2+ years Filed as: JENNINGS SIGMOND, PC Service code 29 · EIN 23-2025670 | Legal | $67,764 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $65,667 |
JOHN SHALOO2+ years Service code 30 · EIN 21-0699966 | Employee (plan); Recordkeeping fees | $61,981 |
GAMCO ASSET MANAGEMENT2+ years Service code 28 · EIN 13-4044521 | Investment Management | $46,581 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $36,500 |
PNC BANK, N.A.2+ years Filed as: PNC ADVISORS Service code 18 · EIN 23-0434340 | Custodial (other than securities); Cu... | $31,428 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.51% | 11.78%+2.7pp | 8.32%+6.2pp | 23.90%-9.4pp |
| Employer contribution / active EE | $20,613 | $11,309+82.3% | $30,793-33.1% | $16,539+24.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |