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 |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC9+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $180,535 |
Service code 51 · EIN 86-1418049 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Mgmt Fees | $129,303 |
BOYD WATTERSON ASSET MANAGEMENT9+ years Filed as: BOYD WATTERSON GSA FUND LP Service code 51 · EIN 45-2061717 1801 EAST 9TH ST · CLEVELAND, OH 44114 | Investment Mgmt Fees | $118,219 |
Service code 51 · EIN 86-1396517 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Mgmt Fees | $97,878 |
AMERICAN FUNDS9+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $88,527 |
ULLICO5 years Filed as: ULLICO INFRASTRUCTURE FUND Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $79,448 |
COLUMBIA1 year Filed as: COLUMBIA THREADNEEDLE Service code 51 · EIN 35-2616036 115 S LASALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $64,240 |
DAVID A GERSON CPA & ASSOC PC9+ years Filed as: DAVID A GERSON CPA & ASSOCIATES, PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $55,535 |
GCM GROSVENOR4 years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 51 · EIN 30-1013018 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Mgmt Fees | $38,954 |
Service code 51 · EIN 86-1449418 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Mgmt Fees | $34,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,162 | $92,971+128.2% | $96,683+119.4% | $74,419+185.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 10.18% | 37.49%-27.3pp | 35.69%-25.5pp | 34.38%-24.2pp |
| Employer contribution / active EE | $11,072 | $3,426+223.2% | $3,737+196.3% | $2,637+319.8% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1,578 | $633+149.3% | $6,730-76.6% | $348+353.6% |