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 & COMPANY10+ years Service code 27 · EIN 22-2142255 600 COLLEGE ROAD EAST · PRINCETON, NJ 19103 | Advisory (Plan) | $224,128 |
INCOME RESEARCH & MANAGEMENT9 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $179,144 |
MERCER10+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $178,336 |
SEI INVESTMENTS4 years Filed as: COOKE & BIELER LP Service code 28 · EIN 23-3082822 2001 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $85,592 |
EDGEWOOD MANAGEMENT LLC9 years Service code 28 · EIN 20-4044179 535 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $85,494 |
JOHNSTON ASSET MANAGEMENT10+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 300 ATLANTIC STREET · STAMFORD, CT 069013527 | Investment Management | $83,497 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 5001 1ST AVENUE · PITTSBURGH, PA 15219 | Bank Trustee | $40,857 |
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 | $36,224-100.0% | $105,290-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 2.1%-2.1pp |
| Annual return | 7.47% | 5.07%+2.4pp | 52.39%-44.9pp | 9.14%-1.7pp |
| Employer contribution / active EE | $8,333 | $13,307-37.4% | $23,486-64.5% | $19,963-58.3% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $4,431-100.0% | $200-100.0% |