See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.O9+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $3,615,290 |
Filed as: CAMDEN ASSET MANAGEMENT Service code 28 · EIN 95-4319164 | Investment Management | $602,649 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN D. BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $580,784 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 52-6218800 | Investment Management | $504,634 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 95-3571558 | Securities Custodian | $423,916 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 24 · EIN 13-4043930 | Discretionary Trustee | $393,420 |
ENTRUST PARTNERS OFFSHORE LP4 years Filed as: ENTRUST GLOBAL Service code 28 · EIN 13-4021839 | Investment Management | $272,656 |
KRAW LAW GROUP9+ years Service code 29 · EIN 77-0171216 | Legal | $118,510 |
INVESCO2 years Service code 28 · EIN 46-3793325 | Investment Management | $89,576 |
Service code 28 · EIN 61-1758632 | Investment Management | $87,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,043 | $63,356-14.7% | $103,333-47.7% | $106,382-49.2% |
| Participation rate | 83.9% | 84.3%-0.4pp | 74.5%+9.4pp | 69.9%+14.0pp |
| Annual return | 11.67% | 14.77%-3.1pp | 24.88%-13.2pp | 17.37%-5.7pp |
| Employer contribution / active EE | $3,925 | $4,310-8.9% | $3,868+1.5% | $3,364+16.7% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $116 | $110+5.4% | $8,355-98.6% | $79+46.6% |