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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 100 CRESCENT CENTRE PARKWAY · TUCKER, GA 30084 | Plan Administrator | $90,180 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 900 ASHWOOD PARKWAY · ATLANTA, GA 30338 | Actuarial | $60,903 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES & ROU Service code 29 · EIN 58-1368590 | Legal | $22,819 |
AGH WEALTH ADVISORS, LLC2+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $18,060 |
BLACKROCK2+ years Filed as: BLACKROCK INVESTMENT MGMT, LLC Service code 28 · EIN 32-0174431 | Investment Management | $16,974 |
Filed as: ROTHSCHILD Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $16,369 |
MDT ADVISORS2+ years Filed as: MDT Service code 28 · EIN 94-3267050 125 HIGH ST OLIVER ST TOW · BOSTON, MA 02110 | Investment Management | $16,280 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 400 CROSSING BLVD · BRIDGEWATER, NJ 08807 | Investment Management | $10,463 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD Service code 28 · EIN 13-5545100 | Investment Management | $9,862 |
WESTERN CORE1 year Service code 28 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $9,161 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.08% | 11.78%-0.7pp | 8.32%+2.8pp | 23.90%-12.8pp |
| Employer contribution / active EE | $8,570 | $11,309-24.2% | $30,793-72.2% | $16,539-48.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |