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 |
|---|---|---|
I.E. SHAFFER & CO.1+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $312,796 |
TOCQUEVILLE ASSET MANAGEMENT1+ years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $219,297 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSON ASSET MANAGEMENT Service code 28 · EIN 13-3257590 | Investment Management | $170,716 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 10 · EIN 23-2979239 | Accounting | $141,591 |
SEI INVESTMENTS1+ years Filed as: SEI/INTECH Service code 28 · EIN 56-6593356 | Investment Management | $138,678 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $82,029 |
Filed as: PRUDENTIAL INS. CO. - PRISA Service code 28 · EIN 22-1211670 | Investment Management | $62,757 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 | Investment Management | $61,168 |
DAVID A GERSON CPA & ASSOC PC1+ years Filed as: DAVID A. GERSON, CPA & ASSO. PC Service code 10 · EIN 22-3163246 | Accounting | $53,606 |
SUNTRUST BANKS, INC.1+ years Filed as: STERLING Service code 28 · EIN 06-0303370 | Investment Management | $31,295 |
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.
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 | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -3.72% | 3.63%-7.3pp | 4.16%-7.9pp | 9.19%-12.9pp |
| Employer contribution / active EE | $7,216 | $11,363-36.5% | $29,966-75.9% | $12,608-42.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |