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 GROUP3+ years Filed as: PATRIOT FINANCIAL, LP Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $1,010,757 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $291,336 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 51 · EIN 20-0461050 | Investment Mgmt Fees | $210,732 |
FOUNDRY PARTNERS3+ years Service code 51 510 FIRST AVENUE NORTH · MINNEAPOLIS, MN 55403 | Investment Mgmt Fees | $196,876 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $173,070 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS Service code 51 · EIN 16-0995736 | Investment Mgmt Fees | $142,394 |
LORD ABBETT3+ years Filed as: LORD ABBETT & CO. Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $132,405 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE Service code 51 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Mgmt Fees | $117,805 |
MD SASS3+ years Filed as: M.D. SASS ASSOCIATES, INC. Service code 51 · EIN 13-2704843 | Investment Mgmt Fees | $94,003 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $93,448 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 8.54% | -0.94%+9.5pp | -2.18%+10.7pp | 33.37%-24.8pp |
| Employer contribution / active EE | $19,617 | $12,464+57.4% | $38,751-49.4% | $11,253+74.3% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |