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 MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $111,416 |
ASSOCIATED ADMINISTRATORS, LLC1+ years Filed as: ASSOCIATED ADMINISTRATORS, INC Service code 13 · EIN 65-1205077 | Contract Administrator | $90,336 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $79,064 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $68,611 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $55,000 |
GORDON FEINBLATT LLC1+ years Service code 29 · EIN 52-0627715 | Legal | $39,980 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 28 · EIN 23-2891243 | Investment Management | $36,318 |
MASON & CARTER1+ years Service code 23 23 SOUTH STREET · BALTIMORE, MD 212023296 | Insurance services | $19,985 |
ABATO, RUBENSTEIN & ABATO1+ years Filed as: ABATO, RUBENSTEIN AND ABATO PA Service code 29 · EIN 52-0904713 | Legal | $14,805 |
WEYRICH, CRONIN & SORRA, LLC1+ years Filed as: WEYRICH, CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $12,654 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $82,591-100.0% | $226,711-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.8%-0.8pp |
| Annual return | 2.49% | -1.73%+4.2pp | -1.71%+4.2pp | -0.60%+3.1pp |
| Employer contribution / active EE | $1,411 | $10,238-86.2% | $45,357-96.9% | $12,272-88.5% |
| Participant deferral / active EE | $0 | $0 | $175-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $7,161-100.0% | $717-100.0% |