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, LLC4 years Filed as: RGM CAPITAL MANAGEMENT Service code 28 · EIN 06-1685711 | Investment Management | $862,032 |
RIVE CAPITAL ADVISORS, LLC4 years Service code 28 · EIN 84-1974821 | Investment Management | $205,147 |
TOM PARAVOLA4 years Filed as: TOM BOEHM Service code 30 · EIN 51-6040136 | Employee (plan) | $112,500 |
Filed as: RIDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5459286 | Investment Management | $106,800 |
CJBS, LLC9 years Service code 10 · EIN 36-3524803 | Accounting | $105,880 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $104,855 |
NTIVA, INC4 years Filed as: NTIVA, INC. Service code 49 · EIN 20-2106015 | Other Services | $101,756 |
CHARLES PASTORE10+ years Service code 30 · EIN 51-6040136 | Employee (plan) | $98,743 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $81,009 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $80,000 |
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 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 111.37% | 10.71%+100.7pp | 10.48%+100.9pp | 10.71%+100.7pp |
| Employer contribution / active EE | $10,188 | $14,986-32.0% | $34,979-70.9% | $14,986-32.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $11-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |