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 |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $145,443 |
ASSOCIATED ADMINISTRATORS, LLC8+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $101,166 |
JOHNSTON ASSET MANAGEMENT8+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 | Investment Management | $87,321 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 28 · EIN 58-1645832 | Investment Management | $80,650 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $70,849 |
OLD GLORY ASSET MANAGEMENT8+ years Service code 28 · EIN 90-0065134 | Investment Management | $67,212 |
THE MCKEOGH COMPANY8+ years Service code 11 · EIN 23-3003375 | Actuarial | $63,281 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $59,398 |
JAG CAPITAL MANAGEMENT8+ years Service code 28 · EIN 45-3306979 | Investment Management | $56,836 |
NEWTOWER TRUST COMPANY8+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $54,433 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.90% | -8.26%-2.6pp | -5.84%-5.1pp | 2.77%-13.7pp |
| Employer contribution / active EE | $22,021 | $12,543+75.6% | $31,839-30.8% | $15,262+44.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |