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 |
|---|---|---|
THE PATRIOT FINANCIAL GROUP2+ years Filed as: PATRIOT FINANCIAL, LP Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $621,307 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS Service code 51 · EIN 16-0995736 | Investment Mgmt Fees | $298,332 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $270,661 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 51 · EIN 20-0461050 | Investment Mgmt Fees | $197,714 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $194,630 |
MD SASS2+ years Filed as: M.D. SASS ASSOCIATES, INC. Service code 51 · EIN 13-2704843 | Investment Mgmt Fees | $144,339 |
LORD ABBETT2+ years Filed as: LORD ABBETT & CO. Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $128,965 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $104,722 |
SNOW CAPITAL MANAGEMENT2+ years Service code 28 · EIN 25-1894430 | Investment Management | $78,704 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Filed as: CLEARY & JOSEM, LLP Service code 29 · EIN 23-2657967 | Legal | $74,093 |
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.
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.94% | 12.92%0pp | 10.36%+2.6pp | 17.84%-4.9pp |
| Employer contribution / active EE | $21,497 | $14,070+52.8% | $37,738-43.0% | $14,688+46.4% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |