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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 14 8 FAIRFIELD AVENUE · WALLINGFORD, CT 06492 | Plan Administrator | $87,037 |
THE SEGAL COMPANY7 years Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1928058 | Direct Payment | $73,493 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 20 · EIN 36-3555078 | Trustee (individual) | $61,800 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $28,733 |
Filed as: LAPIER, DILLON AND ASSOCIATES PC Service code 10 · EIN 30-0048525 | Accounting | $27,337 |
US BANK1 year Service code 20 60 LIVINGSTONE AVENUE · ST PAUL, MN 55107 | Trustee (individual) | $15,500 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.44% | -8.26%-2.2pp | -5.84%-4.6pp | 2.77%-13.2pp |
| Employer contribution / active EE | $17,536 | $12,543+39.8% | $31,839-44.9% | $15,262+14.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |