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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O8+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $3,625,111 |
POST ADVISORY GROUP8+ years Service code 28 · EIN 95-4818300 | Investment Management | $1,655,273 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 52-6218800 | Investment Management | $555,375 |
ENTRUST PARTNERS OFFSHORE LP3 years Filed as: ENTRUST GLOBAL Service code 28 · EIN 13-4021839 | Investment Management | $503,807 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D. BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $458,364 |
FOUNDRY PARTNERS8+ years Service code 28 · EIN 46-1184506 | Investment Management | $408,804 |
GAMCO ASSET MANAGEMENT6 years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $399,913 |
ALGER8+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 | Investment Management | $274,136 |
MCMORGAN & COMPANY LLC2 years Filed as: MCMORGAN Service code 28 · EIN 52-2334338 | Investment Management | $245,818 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 95-3571558 | Securities Custodian | $186,848 |
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 | $48,865 | $55,730-12.3% | $96,683-49.5% | $96,393-49.3% |
| Participation rate | 91.8% | 82.8%+9.0pp | 74.3%+17.5pp | 71.3%+20.5pp |
| Annual return | 3.20% | 12.78%-9.6pp | 35.69%-32.5pp | 22.88%-19.7pp |
| Employer contribution / active EE | $3,565 | $4,014-11.2% | $3,737-4.6% | $3,238+10.1% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,878-100.0% | $5,455-100.0% |
| Admin fee / account holder | $164 | $105+55.2% | $6,730-97.6% | $74+121.5% |