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 |
|---|---|---|
RGM CAPITAL, LLC3 years Filed as: RGM CAPITAL MANAGEMENT Service code 28 · EIN 06-1685711 | Investment Management | $372,181 |
RIVE CAPITAL ADVISORS, LLC3 years Service code 28 · EIN 84-1974821 | Investment Management | $188,679 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $174,606 |
TOM PARAVOLA3 years Filed as: TOM BOEHM Service code 30 · EIN 51-6040136 | Employee (plan) | $112,500 |
CJBS, LLC8 years Service code 10 · EIN 36-3524803 | Accounting | $111,609 |
Filed as: RIDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5459286 | Investment Management | $96,550 |
CHARLES PASTORE9+ years Service code 30 · EIN 51-6040136 | Employee (plan) | $93,151 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $91,264 |
NTIVA, INC2 years Service code 49 · EIN 20-2106015 | Other Services | $81,575 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $81,250 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 7.44% | 3.90%+3.5pp | 8.57%-1.1pp | 8.76%-1.3pp |
| Employer contribution / active EE | $9,248 | $12,005-23.0% | $33,010-72.0% | $16,627-44.4% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |