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 |
|---|---|---|
NEW CENTURY ADVISORS LLC10+ years Service code 28 · EIN 27-0004136 2 WISCONSIN CIRCLE · CHEVY CHASE, MD 20815 | Investment Management | $259,475 |
SILVERCREST ASSET MANAGEMENT GROUP10+ years Filed as: SILVERCREST ASSET MANAGEMENT GROUP, Service code 28 · EIN 13-4194623 1330 AVENUE OF THE AMERICAS, 38TH F · NEW YORK, NY 10019 | Investment Management | $154,172 |
OCM MEZZ III7 years Filed as: OAKTREE SENIOR LOAN FUND Service code 28 · EIN 26-2180715 333 SOUTH GRAND AVE, 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $113,358 |
MPC CAPITAL ADVISORS LLC10+ years Service code 27 · EIN 27-2136582 53 N PARK AVENUE SUITE 204 · ROCKVILLE CENTRE, NY 11570 | Advisory (Plan) | $62,722 |
WESTWOOD TRUST10+ years Service code 28 · EIN 75-1447785 200 CRESENT COURT SUITE 1200 · DALLAS, TX 75201 | Investment Management | $56,890 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE SUITE 100 · MT LAUREL, NJ 08054 | Actuarial | $53,150 |
BLITMAN & KING6 years Service code 29 · EIN 16-1047304 800 TROY SCHENECTADY RD, 2ND FLOOR · LATHAM, NY 121102424 | Legal | $45,703 |
Filed as: MENGEL, METZGER, BARR, AND CO., LLP Service code 10 · EIN 16-1092347 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $37,050 |
RYAN LABS ASSET MANAGEMENT4 years Filed as: RYAN HEIMROTH Service code 14 · EIN 91-2055384 18 AVIS DRIVE · LATHAM, NY 121102605 | Plan Administrator | $31,489 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.01% | 9.24%-0.2pp | 9.65%-0.6pp | 10.71%-1.7pp |
| Employer contribution / active EE | $18,922 | $14,215+33.1% | $26,259-27.9% | $14,986+26.3% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |