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 |
|---|---|---|
FISHER INVESTMENTS10+ years Service code 28 · EIN 94-3029777 | Investment Management | $761,714 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON ASSET MGMT Service code 28 · EIN 04-2755549 | Investment Management | $639,293 |
TIMES SQUARE CAPITAL MANAGEMENT10+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $392,619 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS INC Service code 68 · EIN 52-1296988 | Soft dollars commissions | $340,826 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120527 | Legal | $210,484 |
Service code 15 · EIN 53-0159020 THREE PARK PLACE · ANNAPOLIS, MD 21401 | Recordkeeping | $210,484 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $209,192 |
DELAWARE INVESTMENTS4 years Filed as: PEN MACQUARIE Service code 28 610 MARKET STREET · PHILADELPHIA, PA 19106 | Investment Management | $190,284 |
INVESCO6 years Filed as: INVESCO TRUST COMPANY Service code 51 · EIN 46-3793325 | Investment Mgmt Fees | $189,006 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $172,967 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 8.34% | 5.34%+3.0pp | 9.14%-0.8pp | 9.30%-1.0pp |
| Employer contribution / active EE | $34,289 | $9,329+267.6% | $40,544-15.4% | $12,557+173.1% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |