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 |
|---|---|---|
Service code 28 2929 ARCH ST · PHILADELPHIA, PA 19104 | Investment Management | $758,749 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 28 1270 SOLDIERS FIELD RD · BRIGHTON, MA 02135 | Investment Management | $560,847 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596 | Investment Management | $515,013 |
ALGER10+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $496,282 |
PORTFOLIO ADVISORS5 years Filed as: PORTFOLIO ADVISORS, LLC Service code 28 9 OLD KINGS HWY S · DARIEN, CT 06820 | Investment Management | $485,608 |
JOHNSTON ASSET MANAGEMENT8 years Filed as: HARDMAN JOHNSTON Service code 28 300 ATLANTIC ST 6TH FLOOR · STAMFORD, CT 06901 | Investment Management | $435,034 |
PERRY N. BLACKMAN, CPA10+ years Service code 10 · EIN 23-2244789 506 CORPORATE DR W · LANGHORNE, PA 19047 | Accounting | $429,587 |
FIRST EAGLE1 year Service code 28 850 NEW BURTON RAOD SUITE 201 · DENVER, DE 19904 | Investment Management | $397,097 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 28 · EIN 23-2981986 301 S COLLEGE ST 3800 · CHARLOTTE, NC 28202 | Investment Management | $351,230 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICE, INC Service code 28 · EIN 58-1645832 PO BOX 9510 · SAVANNAH, GA 31412 | Investment Management | $230,000 |
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 6.02% | 8.48%-2.5pp | 37.43%-31.4pp | 9.22%-3.2pp |
| Employer contribution / active EE | $20,965 | $8,226+154.9% | $38,058-44.9% | $13,567+54.5% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |