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 Filed as: ZENITH ADMINISTRATORS, INC. Service code 14 · EIN 52-1590516 10440 LITTLE PATUXENT PKWY, STE 700 · COLUMBIA, MD 21044 | Plan Administrator | $115,265 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL Service code 51 · EIN 22-3367558 P.O. BOX 23720 · NEWARK, NJ 07189 | Investment Mgmt Fees | $90,068 |
INVESCO2+ years Filed as: INVESCO ASSET MANAGEMENT Service code 51 · EIN 58-1707262 1555 PEACHTREE ST., NE, STE 1800 · ATLANTA, GA 30309 | Investment Mgmt Fees | $57,516 |
GORDON FEINBLATT LLC2+ years Filed as: GORDON FEINBLATT ROTHMANN ET AL Service code 29 · EIN 52-0627715 233 E REDWOOD STREET · BALTIMORE, MD 21202 | Legal | $46,891 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 100 LIGHT STREET, 9TH FLOOR · BALTIMORE, MD 21202 | Actuarial | $33,075 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS INV CONSULTING GR Service code 27 · EIN 52-1871508 575 S CHARLES STREET, SUITE 500 · BALTIMORE, MD 21201 | Advisory (Plan) | $31,500 |
Filed as: GRANDIZIO WILKINS LITTLE & MATTHEWS Service code 10 · EIN 52-2334868 8370 VETERANS HIGHWAY, SUITE 104 · MILLERSVILLE, MD 21108 | Accounting | $11,000 |
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.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.26% | 5.13%+1.1pp | 4.74%+1.5pp | 7.18%-0.9pp |
| Employer contribution / active EE | $2,788 | $14,689-81.0% | $36,089-92.3% | $13,095-78.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |