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 |
|---|---|---|
ROGER GROVER4+ years Service code 30 · EIN 22-1929328 | Employee (plan) | $85,563 |
PNC BANK, N.A.4+ years Filed as: PNC SMALL CAP FUND Service code 52 · EIN 22-1146430 | Indirect Investment Fees | $67,237 |
JFL INT'L EQUITY FUND4+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $62,203 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $60,461 |
TRILOGY CAPITAL INC3+ years Filed as: TRILOGY PARTNERS Service code 10 301 OXFORD VALLEY ROAD · YARDLEY, PA 19067 | Accounting | $46,850 |
HAMILTON LANE ADVISORS, LLC3+ years Filed as: HAMILTON LANE PRIVATE OFFSHORE FUND Service code 52 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $41,695 |
DAHAB ASSOCIATES4+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $29,685 |
GARCIA HAMILTON & ASSOCIATES4+ years Filed as: GARCIA HAMILTON Service code 52 1401 MCKINNEY · HOUSTON, TX 77010 | Indirect Investment Fees | $26,424 |
Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM Service code 29 ONE RIVERFRONT PLAZA · NEWARK, NJ 07102 | Legal | $24,826 |
RICHARD GABRIEL ASSOCIATES4+ years Filed as: RICHARD GABRIEL & ASSOCIATES Service code 11 · EIN 23-2279176 | Actuarial | $23,100 |
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.
Annual investment return 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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -7.04% | -1.12%-5.9pp | -2.18%-4.9pp | 0.19%-7.2pp |
| Employer contribution / active EE | $3,279 | $12,052-72.8% | $38,751-91.5% | $13,763-76.2% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |