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: CAP TRUST ADVISORS LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $64,051 |
SAWGRASS ASSET MANAGEMENT6+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 28 · EIN 59-3488505 | Investment Management | $38,791 |
LAPADULA CARLSON & CO4 years Service code 10 · EIN 65-0292391 | Accounting | $34,052 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO INVESTORS, INC Service code 28 · EIN 13-4007862 | Investment Management | $31,678 |
WHITE STAR MANAGEMENT1 year Service code 28 · EIN 36-4521625 | Investment Management | $10,888 |
ASB CAPITAL MANAGEMENT5 years Service code 28 · EIN 80-0618452 | Investment Management | $3,145 |
Filed as: JOHNSTON ASSETS MANAGEMENT Service code 28 · EIN 13-3257590 | Investment Management | $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.
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 24.20% | 24.46%-0.3pp | 11.08%+13.1pp | 13.24%+11.0pp |
| Employer contribution / active EE | $5,032 | $11,981-58.0% | $28,409-82.3% | $14,616-65.6% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |