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 |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 20 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Direct payment from the plan; Trustee... | $192,636 |
Service code 13 · EIN 52-6218800 | Contract Administrator | $117,885 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 30-0872552 | Investment Management | $70,467 |
LAPADULA CARLSON & CO2 years Service code 10 · EIN 65-0292391 | Accounting | $59,534 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $50,197 |
ARNALL GOLDEN GREGORY LLP7 years Service code 29 · EIN 58-0543673 | Legal | $0 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.50% | 11.08%-0.6pp | 8.09%+2.4pp | 8.76%+1.7pp |
| Employer contribution / active EE | $6,509 | $13,876-53.1% | $28,732-77.3% | $16,627-60.9% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |