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 |
|---|---|---|
HAMILTON LANE ADVISORS, LLC7+ years Filed as: HAMILTON LANE PRIVATE OFFSHORE FUND Service code 52 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $108,776 |
ROGER GROVER8+ years Service code 30 · EIN 22-1929328 | Employee (plan); Direct payment from ... | $105,579 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 52 · EIN 33-0123114 | Indirect Investment Fees | $72,787 |
Service code 15 · EIN 22-1804923 | Recordkeeping | $67,039 |
JFL INT'L EQUITY FUND8+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $55,187 |
Service code 10 · EIN 22-3008776 | Accounting | $44,050 |
DAHAB ASSOCIATES8+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $29,320 |
RAE GROUP LLC1 year Filed as: RAE GROUP, LLC Service code 11 · EIN 83-4646394 | Actuarial | $27,835 |
EAST POINT DATA5 years Service code 16 · EIN 22-3123583 | Consulting | $25,034 |
FISCHER DORWART, P.C.8+ years Service code 10 · EIN 23-2247478 | Accounting | $15,800 |
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -14.12% | -4.95%-9.2pp | 22.50%-36.6pp | 2.77%-16.9pp |
| Employer contribution / active EE | $3,676 | $15,740-76.6% | $33,849-89.1% | $15,262-75.9% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |