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 |
|---|---|---|
Filed as: LAWRENCE C. MUSGROVE ASSOC., INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $56,700 |
BHA CONSULTING10+ years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 | Actuarial | $49,808 |
GOLDMAN SACHS7 years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $34,383 |
NEWTOWER TRUST COMPANY7 years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 | Securities Custodian | $28,233 |
Filed as: UNITED BANK Service code 28 · EIN 54-1071198 | Investment Management | $26,452 |
C.S. MCKEE, L.P.10+ years Service code 28 · EIN 25-1900687 | Investment Management | $24,465 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $24,000 |
MANNING & NAPIER10+ years Service code 28 · EIN 45-3328488 | Investment Management | $21,405 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $20,881 |
Filed as: CHARTWELL INVESTMENTS Service code 28 | Investment Management | $15,620 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 9.86% | 10.27%-0.4pp | 9.57%+0.3pp | 9.04%+0.8pp |
| Employer contribution / active EE | $4,876 | $14,844-67.2% | $26,706-81.7% | $14,127-65.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $213-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |