See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL5+ years Service code 51 1055 WEST LAKES DRIVE · BERWYN, PA 19312 | Investment Mgmt Fees | $81,039 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $286,273-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 2.8%-2.8pp |
| Annual return | 22.70% | 17.59%+5.1pp | 10.78%+11.9pp | 16.32%+6.4pp |
| Employer contribution / active EE | $4,967 | $13,960-64.4% | $41,857-88.1% | $17,007-70.8% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $83,605-100.0% | $127-100.0% |