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 COMPANY7+ years Service code 21 · EIN 23-0441580 | Bank Trustee | $68,616 |
CONRAD SIEGEL5 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $36,822 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY MSCI REAL ESTATE INDEX ETF Service code 28 · EIN 47-2345691 | Investment Management | $0 |
Filed as: FORUM FUNDS II Service code 28 THREE CANAL PLAZA SUITE 600 · PORTLAND, ME 04101 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET LLC Service code 28 · EIN 20-4571006 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 | 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -12.06% | -11.09%-1.0pp | -38.85%+26.8pp | -5.25%-6.8pp |
| Employer contribution / active EE | $4,943 | $16,800-70.6% | $37,752-86.9% | $15,166-67.4% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |