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 MANAGEMENT3+ years Service code 27 · EIN 90-0065134 | Advisory (Plan) | $97,738 |
JOHN DULCZAK3+ years Service code 30 · EIN 23-6527213 | Employee (plan) | $58,787 |
CHEIRON3+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $53,927 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 28 · EIN 13-2919773 | Investment Management | $40,000 |
TD WEALTH MANAGEMENT3+ years Service code 19 1006 ASTORIA BLVD. · CHERRY HILL, NJ 08034 | Securities Custodian | $35,175 |
PHILADELPHIA TRUST COMPANY3+ years Filed as: THE PHILADELPHIA TRUST CO. Service code 27 1760 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $19,313 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $17,907 |
FISCHER DORWART, P.C.3+ years Service code 10 · EIN 23-2247478 | Accounting | $13,500 |
WRIGHT INVESTORS SERVICE3+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 27 440 WHEELERS FARMS ROAD · MILFORD, CT 06461 | Advisory (Plan) | $13,328 |
FRANK M. VACCARO & ASSOCIATES3+ years Filed as: FRANK VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $6,846 |
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.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 13.41% | 12.23%+1.2pp | 10.36%+3.1pp | 13.95%-0.5pp |
| Employer contribution / active EE | $4,890 | $18,059-72.9% | $37,738-87.0% | $16,598-70.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |