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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT10+ years Service code 28 · EIN 90-0065134 | Investment Management | $377,162 |
Service code 28 · EIN 04-2895544 | Investment Management | $313,483 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $295,082 |
RBC GLOBAL ASSET MANAGEMENT7 years Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 28 · EIN 41-1460668 | Investment Management | $264,110 |
Service code 28 · EIN 13-3257590 | Investment Management | $263,406 |
THOMAS BEAL8 years Filed as: THOMAS KLINGENBERG Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $225,056 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $210,000 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $198,987 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 28 · EIN 25-1841566 | Investment Management | $193,510 |
NEWTOWER TRUST COMPANY10+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $168,747 |
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 | $0 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 7.71% | 9.22%-1.5pp | 13.01%-5.3pp | 9.22%-1.5pp |
| Employer contribution / active EE | $23,182 | $13,567+70.9% | $35,911-35.4% | $13,567+70.9% |
| Participant deferral / active EE | $0 | $575-100.0% | $91-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |