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.O10+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $4,521,030 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 24 · EIN 13-4043930 | Discretionary Trustee | $571,205 |
NEWTOWER TRUST COMPANY3 years Service code 28 · EIN 52-6218800 | Investment Management | $489,704 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 95-3571558 | Securities Custodian | $412,850 |
ENTRUST PARTNERS OFFSHORE LP5 years Filed as: ENTRUST GLOBAL Service code 28 · EIN 13-4021839 | Investment Management | $358,391 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D. BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $337,500 |
AUDAX2 years Service code 28 1650 MARKET STREET, 8TH FLOOR · PHILADELPHIA, PA 19103 | Investment Management | $138,275 |
KRAW LAW GROUP10+ years Service code 29 · EIN 77-0171216 | Legal | $119,607 |
INVESCO3 years Service code 28 · EIN 46-3793325 | Investment Management | $78,561 |
WEINBERG, ROGER & ROSENFELD9 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $75,842 |
Annual investment return 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 | $57,831 | $140,769-58.9% | $107,525-46.2% | $140,769-58.9% |
| Participation rate | 82.4% | 74.2%+8.2pp | 75.1%+7.3pp | 74.2%+8.2pp |
| Annual return | 9.14% | 16.82%-7.7pp | 181.32%-172.2pp | 16.82%-7.7pp |
| Employer contribution / active EE | $4,549 | $3,906+16.5% | $3,754+21.2% | $3,906+16.5% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $134 | $229-41.7% | $8,919-98.5% | $229-41.7% |