See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE BRYN MAWR TRUST COMPANY10+ years Service code 21 · EIN 23-0441580 | Bank Trustee | $76,233 |
BLACKROCK2 years Filed as: BLACKROCK, INC. Service code 28 · EIN 32-0174431 | Investment Management | $0 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
GRANDEUR PEAK LLC2 years Filed as: GRANDEUR PEAK GLOBAL ADVISORS, LLC Service code 28 1290 BROADWAY SUITE 1100 · DENVER, CO 80203 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
JOHCM (USA) INC.2 years Service code 28 53 STATE ST, 13TH FLOOR · BOSTON, MA 02109 | Investment Management | $0 |
PACER ADVISORS, INC.2 years Filed as: PACER US CASH COWS 100 ETF Service code 28 16 INDUSTRIAL BLVD, SUITE 201 · PAOLI, PA 19301 | Investment Management | $0 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 2700 N. MILITARY TRAIL SUITE 230 · BOCA RATON, FL 33431 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: SEAFARER CAPITAL PARTNERS, LLC Service code 28 · EIN 45-1359188 | Investment Management | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $49,655-100.0% | $414,698-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 17.1%-17.1pp |
| Annual return | 7.44% | 10.17%-2.7pp | 8.80%-1.4pp | 9.82%-2.4pp |
| Employer contribution / active EE | $11,235 | $16,851-33.3% | $29,429-61.8% | $13,587-17.3% |
| Participant deferral / active EE | $0 | $26-100.0% | $58-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $10,933-100.0% | $2,893-100.0% |