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 |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1928058 | Direct Payment | $100,227 |
ZENITH AMERICAN SOLUTIONS7 years Service code 14 8 FAIRFIELD AVENUE · WALLINGFORD, CT 06492 | Plan Administrator | $87,024 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 20 · EIN 36-3555078 | Trustee (individual) | $63,654 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYES AND CO LP Service code 20 1 FINANCIAL CENTER · BOSTON, MA 02111 | Trustee (individual) | $41,227 |
THE SEGAL COMPANY9+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $22,990 |
US BANK2 years Service code 20 60 LIVINGSTONE AVENUE · ST PAUL, MN 55107 | Trustee (individual) | $17,225 |
Service code 10 · EIN 32-0048525 | Accounting | $12,086 |
Filed as: UBS Service code 20 1 POST OFFICE SQUARE · BOSTON, MA 02109 | Trustee (individual) | $10,324 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 8.13% | 7.15%+1.0pp | 20.18%-12.1pp | 37.74%-29.6pp |
| Employer contribution / active EE | $22,420 | $13,270+69.0% | $29,108-23.0% | $15,781+42.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |