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 |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $315,855 |
BREDHOFF & KAISER2 years Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $105,930 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $97,500 |
Service code 36 · EIN 27-0771521 | Copying and duplicating; Direct payme... | $75,133 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $51,000 |
SCHULTHEIS & PANETTIERI, LLP4 years Service code 10 · EIN 13-1577780 | Accounting | $36,385 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INS SERVICES, INC Service code 22 · EIN 46-0619194 | Insurance Broker | $32,542 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 | Actuarial | $28,500 |
MICROSOFT CORPORATION1 year Service code 49 · EIN 91-1144442 | Other Services | $23,778 |
POSTMASTER GENERAL1 year Filed as: POSTMASTER Service code 49 421 8TH AVENUE · NEW YORK, NY 10199 | Other Services | $16,106 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | -100.53% | 8.93%-109.5pp | 9.49%-110.0pp | 13.91%-114.4pp |
| Employer contribution / active EE | $0 | $31,546-100.0% | $29,215-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |