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 |
|---|---|---|
C.F.A.O5 years Service code 14 · EIN 94-1557079 | Plan Administrator | $6,364,072 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $2,044,500 |
Filed as: BNY MELLON Service code 19 · EIN 95-3571558 | Securities Custodian | $1,479,359 |
ENTRUST PARTNERS OFFSHORE LP2 years Filed as: ENTRUST Service code 28 · EIN 13-4021839 | Investment Management | $1,037,402 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D BILLER ASSOCIATES INC. Service code 28 · EIN 94-2854958 | Investment Management | $1,004,848 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 20-3847783 | Investment Management | $611,834 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 52-6218800 | Investment Management | $533,750 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB ALLEGIANCE Service code 28 · EIN 80-0618452 | Investment Management | $522,590 |
AUDAX2 years Service code 28 · EIN 04-3525044 | Investment Management | $332,237 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $289,312 |
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 | 10.28% | 9.57%+0.7pp | 9.65%+0.6pp | 9.57%+0.7pp |
| Employer contribution / active EE | $16,173 | $8,891+81.9% | $26,259-38.4% | $8,891+81.9% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |