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 |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE., STE 200 · BETHESDA, MD 20814 | Investment Management | $101,630 |
GEMGROUP2+ years Filed as: GEMGROUP, LP Service code 13 · EIN 25-1696740 401 LIBERTY AVE., SUITE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $69,671 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $60,439 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 06-0839113 1920 N STREET, NW, SUITE 400 · WASHINGTON, DC 200361659 | Actuarial | $49,419 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 51 · EIN 26-0680642 | Investment Mgmt Fees | $45,549 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 17 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE · SAVANNAH, GA 31406 | Pension Consulting | $40,000 |
ABATO, RUBENSTEIN & ABATO2+ years Filed as: ABATO, RUBENSTEIN & ABATO, PA Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT, SUITE 320 · BALTIMORE, MD 21286 | Legal | $25,132 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $23,348 |
WEYRICH, CRONIN & SORRA, LLC2+ years Filed as: WEYRICH CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 1301 YORK RD, SUITE 800 · LUTHERVILLE, MD 21093 | Accounting | $9,865 |
Service code 28 303 BROADWAY STREET, STE 1200 · CINCINNATI, OH 45202 | Investment Management | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 8.35% | 13.03%-4.7pp | 10.36%-2.0pp | 23.90%-15.6pp |
| Employer contribution / active EE | $1,841 | $15,779-88.3% | $37,738-95.1% | $16,539-88.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |