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 COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 24 · EIN 13-2646110 | Discretionary Trustee | $34,836 |
WARD FISHER & COMPANY1 year Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 | Accounting | $31,300 |
RODIO & URSILLO1 year Filed as: RODIO & URSILLO, LTD Service code 29 · EIN 05-0398359 | Legal | $17,010 |
Filed as: ADMINISTRATION SERVICES INC Service code 14 · EIN 05-0345198 | Plan Administrator | $9,923 |
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 | $198,836-100.0% | $103,374-100.0% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 74.5%-74.5pp | - |
| Annual return | -94.61% | 12.43%-107.0pp | 24.89%-119.5pp | - |
| Employer contribution / active EE | $0 | $2,607-100.0% | $3,869-100.0% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,058-100.0% | - |
| Admin fee / account holder | $0 | $10,004-100.0% | $8,394-100.0% | - |