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 |
|---|---|---|
WEDGE CAPITAL MANAGEMENT10+ years Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET STE 2920 · CHARLOTTE, NC 28202 | Investment Management | $176,002 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. STE 100 · SAVANNAH, GA 31406 | Advisory (Plan) | $165,695 |
THE SEGAL COMPANY4 years Filed as: SEGAL,BRYANT, HAMILL, LLC Service code 28 · EIN 81-0848820 540 WEST MADISON STREET 1900 · CHICAGO, IL 60661 | Investment Management | $85,876 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4994650 277 PARK AVENUE FLOOR 08 · NEW YORK, NY 10172 | Investment Management | $75,400 |
Filed as: HARDMAN JOHNSTON GOLBAL ADVISORS Service code 28 · EIN 13-3257590 300 ATLANTIC STREET · STAMFORD, CT 06901 | Investment Management | $64,416 |
BHA CONSULTING10+ years Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1887148 5400 LAUREL SPRINGS PARKWAY ST 1306 · SUWANEE, GA 30024 | Actuarial | $44,758 |
STEVEN D EISENBERG CPA PA10+ years Filed as: STEVEN D EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE 1128 · BOCA RATON, FL 33487 | Accounting | $31,538 |
MATT STRINGER10+ years Service code 30 · EIN 63-6055108 801 ST FRANCIS STREET · MOBILE, FL 36602 | Direct payment from the plan; Employe... | $25,346 |
LOPER LAW LLC4 years Service code 29 · EIN 83-2118591 452 GOVERNMENT STREET STE E · MOBILE, AL 36602 | Legal | $23,891 |
AUDREY F. FEFFER1 year Filed as: AUDREY MANGIARCIMA Service code 30 · EIN 63-6055108 801 ST FRANCIS STREET · MOBILE, FL 36602 | Employee (plan); Direct payment from ... | $19,104 |
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.
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 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 10.32% | 8.48%+1.8pp | 37.43%-27.1pp | 9.22%+1.1pp |
| Employer contribution / active EE | $7,301 | $8,226-11.2% | $38,058-80.8% | $13,567-46.2% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |