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 |
|---|---|---|
NEWTOWER TRUST COMPANY1+ years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 20-1641876 | Bank Trustee | $353,108 |
RCP ADVISORS LLC1+ years Service code 28 · EIN 36-4465125 | Investment Management | $281,395 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 28 · EIN 25-1841566 | Investment Management | $264,699 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MGMT Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $231,257 |
OLD GLORY ASSET MANAGEMENT1+ years Service code 28 · EIN 90-0065134 | Investment Management | $215,440 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $209,500 |
JOE MOSKAUSKI1+ years Filed as: JOE HAZEWSKI III Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $201,996 |
STEVE BUKOVAC1+ years Filed as: STEVE THOMAS Service code 30 · EIN 23-1494364 | Employee (plan); Direct payment from ... | $189,097 |
CHRISTOPHER DOWNEY1+ years Service code 30 · EIN 23-1494364 | Employee (plan); Direct payment from ... | $144,834 |
RCP ADVISORS 2, LLC1+ years Filed as: RCP ADVISORS II LLC Service code 10 · EIN 45-5510695 | Accounting | $132,260 |
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.
Annual investment return 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 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | -4.76% | 9.19%-14.0pp | 2.89%-7.6pp | 9.19%-14.0pp |
| Employer contribution / active EE | $17,962 | $12,608+42.5% | $39,831-54.9% | $12,608+42.5% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |