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 |
|---|---|---|
Filed as: LAPIER DILLON & ASSOCIATES PC Service code 10 · EIN 32-0048525 | Accounting | $60,793 |
ZENITH AMERICAN SOLUTIONS8 years Service code 14 8 FAIRFIELD AVENUE · WALLINGFORD, CT 06492 | Plan Administrator | $58,016 |
THE SEGAL COMPANY9 years Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1928058 | Direct Payment | $55,893 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 20 116 HUNTINGTON AVE · BOSTON, MA 02116 | Trustee (individual) | $54,477 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYES AND CO LP Service code 20 1 FINANCIAL CENTER · BOSTON, MA 02111 | Trustee (individual) | $40,907 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ROITMAN LLP Service code 29 33 HARRISON AVE · BOSTON, MA 02111 | Legal | $40,385 |
Service code 14 321 RESEARCH PARKWAY · MERIDEN, CT 06450 | Plan Administrator | $40,000 |
US BANK3 years Service code 20 60 LIVINGSTONE AVENUE · ST PAUL, MN 55107 | Trustee (individual) | $24,712 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.48% | 11.08%+3.4pp | 8.09%+6.4pp | 8.76%+5.7pp |
| Employer contribution / active EE | $19,684 | $13,876+41.9% | $28,732-31.5% | $16,627+18.4% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |