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 |
|---|---|---|
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $113,852 |
NEWTOWER TRUST COMPANY11+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $105,999 |
WEDGE CAPITAL MANAGEMENT5 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $84,719 |
BOSTON TRUST WALDEN COMPANY11+ years Filed as: BOSTON TRUST & INVESTMENT MGT CO Service code 28 · EIN 04-2273811 | Investment Management | $81,560 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: GRAYSTONE/MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $50,000 |
THE MCKEOGH COMPANY11+ years Service code 11 · EIN 23-3003375 | Actuarial | $42,000 |
BLACKSTONE11+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $38,560 |
KOHLBERG & ASSOCIATES2 years Filed as: KOHLBERG KRAVIS ROBERTS & CO. L.P. Service code 28 · EIN 13-2857105 | Investment Management | $31,466 |
FRANK M. VACCARO & ASSOCIATES11+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-3013555 | Contract Administrator | $23,236 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Service code 28 · EIN 26-2237421 | Investment Management | $22,818 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.71% | 9.24%-0.5pp | 9.65%-0.9pp | 10.71%-2.0pp |
| Employer contribution / active EE | $21,621 | $14,215+52.1% | $26,259-17.7% | $14,986+44.3% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |