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, INC8+ 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 MANAGEMENT8+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $348,469 |
LOOMIS SAYLES8+ years Filed as: LOOMIS-SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $196,854 |
NORTHERN TRUST COMPANY8+ years Service code 33 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Investment management fees paid indir... | $168,350 |
WESTFIELD CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0175963 ONE FINANCIAL CENTER, 24TH FLOOR · BOSTON, MA 02111 | Investment Management | $159,808 |
Filed as: CBIZ Service code 11 1845 WALNUT STREET SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $118,900 |
VICTORY8+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $99,822 |
Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 13-2919773 1350 BROADCASTING ROAD SUITE 100 · WYOMISSING, PA 19610 | Advisory (Plan) | $95,000 |
SEI INVESTMENTS8+ years Filed as: COOKE & BEILER Service code 28 · EIN 23-3082822 1700 MARKET STREET SUITE 3222 · PHILADELPHIA, PA 19103 | Investment Management | $92,973 |
EMERALD FUNDS8+ years Filed as: EMERALD ADVISORS Service code 27 · EIN 23-2664857 1703 OREGON PIKE, SUITE 101 · LANCASTER, PA 17601 | Advisory (Plan) | $86,486 |
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 | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -10.40% | -14.80%+4.4pp | 7.07%-17.5pp | -14.80%+4.4pp |
| Employer contribution / active EE | $2,366 | $8,996-73.7% | $34,847-93.2% | $8,996-73.7% |
| Participant deferral / active EE | $0 | $455-100.0% | $4-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $51-100.0% | - |