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 |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC1+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205007 | Contract Administrator | $315,566 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $125,000 |
THE REALTY ASSOCIATES FUND UTP LP1+ years Service code 28 · EIN 90-0802511 | Investment Management | $102,890 |
PNC BANK, N.A.1+ years Filed as: PNC BANK NA Service code 24 · EIN 22-1146430 | Discretionary Trustee | $102,722 |
PNC BANK, N.A.1+ years Filed as: PNC REALTY INVESTORS, INC. Service code 27 · EIN 22-1146430 | Advisory (Plan) | $52,045 |
CHEIRON1+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $50,655 |
RIDGEMONT EQUITY PARTNERS LP1+ years Service code 28 · EIN 90-0808679 | Investment Management | $39,172 |
BREDHOFF & KAISER1+ years Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $17,746 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $17,500 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA Service code 10 · EIN 47-0900880 | Accounting | $15,827 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $177,383-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 0.0%0pp |
| Annual return | -1.96% | 3.11%-5.1pp | -0.48%-1.5pp | 3.11%-5.1pp |
| Employer contribution / active EE | $3,517 | $9,361-62.4% | $23,357-84.9% | $9,361-62.4% |
| Participant deferral / active EE | $0 | $375-100.0% | $17-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $3,964-100.0% | - |