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 |
|---|---|---|
THE BRYN MAWR TRUST COMPANY3+ years Service code 21 · EIN 23-0441580 | Bank Trustee | $54,550 |
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $18,500 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE COMPANY Service code 28 2005 MARKET ST. · PHILADELPHIA, PA 19103 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 | Investment Management | $0 |
DIAMOND HILL1 year Filed as: DIAMOND HILL CAPITAL INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
DIAMOND HILL1 year Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY1 year Filed as: OFI GLOBAL ASSET , INC. Service code 28 12100 EAST ILIFF AVENUE · AURORA, CO 802175270 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY1 year Filed as: OFI GLOBAL ASSET MANAGEMENT INC Service code 28 | Investment Management | $0 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520346 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-2264646 | Investment Management | $0 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | 6.84% | -2.51%+9.4pp | -102.03%+108.9pp | -0.69%+7.5pp |
| Employer contribution / active EE | $18,706 | $11,346+64.9% | $36,229-48.4% | $16,786+11.4% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |