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 |
|---|---|---|
HEALTHCARE STRATEGIES, INC5+ years Filed as: HEALTHCARE STRATEGIES, INC. Service code 14 · EIN 23-2848954 3031 B WALTON ROAD · PLYMOUTH MEETING, PA 19462 | Plan Administrator | $846,893 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $321,935 |
LOOMIS SAYLES5+ years Filed as: LOOMIS-SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $256,236 |
Filed as: CBIZ SAVITZ Service code 11 1845 WALNUT STREET SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $211,394 |
WILLIG, WILLIAMS & DAVIDSON5+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $193,682 |
SCHULTE ROTH & ZABEL LLP1 year Service code 29 919 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $190,994 |
WESTFIELD CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0175963 ONE FINANCIAL CENTER, 24TH FLOOR · BOSTON, MA 02111 | Investment Management | $187,977 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 28 · EIN 13-3257590 300 ATLANTIC STREET SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $165,762 |
BATTERYMARCH FINANCIAL5+ years Service code 28 · EIN 52-1893111 13985 COLLECTIONS CETER DRIVE · CHICAGO, IL 60693 | Investment Management | $114,283 |
NORTHERN TRUST COMPANY5+ years Service code 33 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities brokerage; Investment mana... | $114,179 |
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.
Employer 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 | $0 | $177,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 17.90% | 1023.85%-1005.9pp | 11.67%+6.2pp | 1023.85%-1005.9pp |
| Employer contribution / active EE | $1,854 | $11,605-84.0% | $28,376-93.5% | $11,605-84.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $46-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $15,617-100.0% | - |