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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC11+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $821,318 |
PATRIOT FINANCIAL PARTNERS, L.P.11+ years Service code 52 · EIN 45-3772738 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Indirect Investment Fees | $699,896 |
GCM GROSVENOR8 years Service code 28 · EIN 32-0497309 767 5TH AVE · NEW YORK, NY 10153 | Investment Management | $499,300 |
QUANTUM CAPITAL MANAGEMENT11+ years Service code 28 · EIN 22-3441832 105 EAST MILL ROAD · NORTHFIELD, NJ 08225 | Investment Management | $439,999 |
I.E. SHAFFER & CO.2 years Filed as: I.E. SHAFFER & CO Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $365,709 |
Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $300,000 |
Filed as: CONSTITUTION CAPITAL PARTNERS, LLC Service code 28 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Management | $209,052 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB REAL ESTATE INVESTMENT Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Mgmt Fees | $156,413 |
GARCIA HAMILTON & ASSOCIATES11+ years Filed as: GARCIA HAMILTON Service code 51 · EIN 76-0589652 5 HOUSTON CENTER · HOUSTON, TX 77010 | Investment Mgmt Fees | $135,982 |
DAHAB ASSOCIATES2 years Filed as: DAHAB AND ASSOC. Service code 17 · EIN 11-2783874 | Pension Consulting | $68,000 |
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.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.83% | 10.50%+1.3pp | 9.65%+2.2pp | 9.22%+2.6pp |
| Employer contribution / active EE | $14,859 | $14,720+0.9% | $26,259-43.4% | $13,567+9.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |