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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT10+ years Service code 27 · EIN 90-0065134 | Advisory (Plan) | $62,822 |
JOHN DULCZAK10+ years Service code 30 · EIN 23-6527213 | Direct payment from the plan; Employe... | $52,854 |
CHEIRON10+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $50,132 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 28 · EIN 13-2919773 | Investment Management | $40,000 |
TD WEALTH MANAGEMENT10+ years Service code 19 1006 ASTORIA BLVD. · CHERRY HILL, NJ 08034 | Securities Custodian | $25,510 |
Service code 27 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Advisory (Plan) | $22,355 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 20000 HORIZON WAY · MOUNT LAUREL, NJ 08054 | Contract Administrator | $17,390 |
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $17,240 |
PHILADELPHIA TRUST COMPANY10+ years Filed as: THE PHILADELPHIA TRUST CO. Service code 27 1760 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $17,022 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $15,005 |
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 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 10.11% | 8.21%+1.9pp | 6.77%+3.3pp | 8.21%+1.9pp |
| Employer contribution / active EE | $7,256 | $13,842-47.6% | $20,121-63.9% | $13,842-47.6% |
| Participant deferral / active EE | $0 | $61-100.0% | $0 | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |