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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.11+ years Filed as: STACEY BRAUN ASSOCIATES INC Service code 51 · EIN 13-2889432 377 BROADWAY 8 · NEW YORK, NY 10013 | Investment Mgmt Fees | $323,261 |
Filed as: THE PRINCIPAL BANK Service code 27 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $224,310 |
PNC BANK, N.A.11+ years Filed as: PNC ADVISORS Service code 19 · EIN 22-1146430 TWO TOWER CENTER BLVD. · EAST BRUNSWICK, NJ 08816 | Securities Custodian | $32,432 |
ROSENBERG RICH BAKER BERMAN11+ years Service code 10 · EIN 22-3271252 265 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Accounting | $24,864 |
HEALTH PLAN SYSTEMS, INC.6 years Service code 49 · EIN 01-0589640 2025 STATE ROUTE 27-SUITE 340 · EDISON, NJ 08817 | Other Services | $23,928 |
SAVASTA AND COMPANY, INC.11+ years Filed as: SAVASTA & CO INC Service code 11 · EIN 13-3879959 SIXTY BROAD STREET · NEW YORK, NY 10004 | Actuarial | $17,069 |
RICHARD J. WOLF & COMPANY5 years Filed as: RICHARD MELBER Service code 30 · EIN 22-2202719 | Employee (plan) | $13,320 |
MURPHY ANDERSON PLLC11+ years Service code 29 · EIN 26-3092374 1701 K STREET NW SUITE 210 · WASHINGTON, DC 20006 | Legal | $12,600 |
Service code 27 · EIN 47-3576518 2018 HASTINGS DRIVE · CHARLOTTE, NC 28707 | Advisory (Plan) | $5,000 |
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 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 18.61% | 9.22%+9.4pp | 12.57%+6.0pp | 9.22%+9.4pp |
| Employer contribution / active EE | $629 | $13,567-95.4% | $23,666-97.3% | $13,567-95.4% |
| Participant deferral / active EE | $0 | $575-100.0% | $13-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |