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 5-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 |
|---|---|---|
CENTRAL HOSPITAL SERVICES4+ years Service code 13 · EIN 34-1173007 | Contract Administrator | $14,263 |
COLUMBIA4+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 13-3180631 | Investment Management | $12,468 |
FIRST STATE TRUST COMPANY3 years Service code 25 · EIN 13-3124172 | Directed Trustee | $12,447 |
CONGRESS ASSET MANAGEMENT4+ years Service code 28 · EIN 04-2848965 | Investment Management | $8,788 |
SAGE ADVISORY SERVICES4+ years Filed as: SAGE ADVISORY SERVICE Service code 28 · EIN 74-2798841 | Investment Management | $7,910 |
HW&CO.2 years Filed as: HW & CO Service code 10 · EIN 34-1663157 | Accounting | $7,750 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $7,344 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR Service code 28 | Investment Management | $5,631 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -8.03% | -2.51%-5.5pp | -102.03%+94.0pp | -0.69%-7.3pp |
| Employer contribution / active EE | $46,318 | $11,346+308.2% | $36,229+27.8% | $16,786+175.9% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |