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 |
|---|---|---|
MANNING & NAPIER2+ years Service code 28 · EIN 16-0995736 | Investment Management | $141,094 |
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 13 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $36,214 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN CORE REALTY Service code 19 · EIN 33-0123114 | Securities Custodian | $36,183 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 16 4901 VINELAND ROAD · ORLANDO, FL 32811 | Consulting | $22,500 |
PNC BANK, N.A.2+ years Filed as: PNC BANK NA Service code 19 · EIN 22-1146430 | Securities Custodian | $19,327 |
ALLOTTA FARLEY CO LPA2+ years Filed as: ALLOTTA & FARLEY CO, LPA Service code 29 · EIN 34-1316963 | Legal | $18,177 |
Service code 15 · EIN 20-3443534 | Recordkeeping | $14,172 |
COMERICA BANK2+ years Filed as: COMERICA Service code 18 · EIN 38-3192893 | Custodial (other than securities); In... | $12,766 |
Filed as: CHEVY CHASE TRUST INVESTMENT ADVISO Service code 15 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Recordkeeping | $12,528 |
YURCHYK & DAVIS CPA'S, INC.2+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 10 · EIN 34-1638235 | Accounting | $5,900 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $221,442-100.0% | $92,233-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 10.39% | 15.65%-5.3pp | 176.28%-165.9pp | 20.87%-10.5pp |
| Employer contribution / active EE | $969 | $3,226-69.9% | $3,679-73.7% | $2,310-58.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |