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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT5+ years Service code 28 · EIN 90-0065134 | Investment Management | $439,976 |
THOMAS BEAL3 years Filed as: THOMAS KLINGENBERG Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $291,586 |
NEWTOWER TRUST COMPANY5+ years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $261,072 |
DENNIS G. JENKINS, CPA,LLC4 years Filed as: DENNIS SIRAVO Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $246,947 |
CONESTOGA CAPITAL ADVISORS, LLC5+ years Filed as: CONESTOGA CAPITAL Service code 28 · EIN 23-3072906 | Investment Management | $224,854 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 28 · EIN 25-1841566 | Investment Management | $210,778 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $210,233 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 28 · EIN 58-2432390 | Investment Management | $185,000 |
CHRISTOPHER DOWNEY5+ years Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $176,350 |
HARBOURVEST PARTNERS LP5+ years Service code 28 · EIN 74-3130888 | Investment Management | $175,972 |
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.
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 | $0 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | -3.06% | 12.86%-15.9pp | 7.48%-10.5pp | 12.86%-15.9pp |
| Employer contribution / active EE | $23,648 | $13,687+72.8% | $39,603-40.3% | $13,687+72.8% |
| Participant deferral / active EE | $0 | $833-100.0% | $172-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |