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 |
|---|---|---|
MANNING & NAPIER5 years Filed as: MANNING AND NAPIER Service code 51 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Investment Mgmt Fees | $94,034 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE - ASB CAPITAL Service code 50 · EIN 55-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Direct Payment | $45,421 |
C.S. MCKEE, L.P.7+ years Filed as: CS MCKEE Service code 50 · EIN 25-1900687 ONE GATEWAY · PITTSBURGH, PA 15222 | Direct Payment | $39,963 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $34,808 |
NEW TOWER4 years Service code 50 · EIN 55-6218800 3 BETHESDA METRO CTR 1600 · BETHESDA, NC 20814 | Direct Payment | $32,220 |
HUNTINGTON NATIONAL BANK4 years Filed as: HUNTINGTON BANK Service code 19 · EIN 31-0966785 PO BOX 633 · CHARLESTON, WV 25322 | Securities Custodian | $24,433 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 50 · EIN 36-4776242 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Direct Payment | $22,564 |
Service code 11 124 WEST CAPITOL AVENUE, SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $20,000 |
STANDARD VALUATIONS7+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SUITE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $18,750 |
GRAY, GRAY & GRAY7+ years Filed as: GRAY, GRIFFITH & MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA ST, EAST, SUITE 400 · CHARLESTON, WV 253012711 | Accounting | $18,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | -1.05% | -8.26%+7.2pp | -5.84%+4.8pp | 2.77%-3.8pp |
| Employer contribution / active EE | $11,859 | $12,543-5.5% | $31,839-62.8% | $15,262-22.3% |
| 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% |