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, LLC3+ years Filed as: ASSOCIATED ADMINISTRATORS, INC Service code 13 · EIN 65-1205077 | Contract Administrator | $93,996 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $83,154 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $70,226 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 | Investment Management | $55,842 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $55,000 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 28 · EIN 23-2891243 | Investment Management | $32,772 |
GORDON FEINBLATT LLC3+ years Service code 29 · EIN 52-0627715 | Legal | $29,273 |
MASON & CARTER3+ years Service code 23 23 SOUTH STREET · BALTIMORE, MD 212023296 | Insurance services | $17,333 |
ABATO, RUBENSTEIN & ABATO3+ years Filed as: ABATO, RUBENSTEIN AND ABATO PA Service code 29 · EIN 52-0904713 | Legal | $16,121 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $15,337 |
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 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 7.33% | 14.13%-6.8pp | 8.93%-1.6pp | 23.90%-16.6pp |
| Employer contribution / active EE | $1,501 | $10,974-86.3% | $43,470-96.5% | $16,539-90.9% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |