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 |
|---|---|---|
BUILDING SERVICE 32BJ HEALTH FUND11+ years Service code 10 · EIN 13-2928869 | Accounting | $338,846 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 | Actuarial | $93,287 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $65,875 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $53,000 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $44,650 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INS SERVICES, INC. Service code 22 · EIN 46-0619194 | Insurance Broker | $41,429 |
SLEVIN & HART, P.C.9 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $38,998 |
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: JPM CHASE BANK Service code 49 · EIN 13-4994650 | Other Services | $18,857 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT L.P Service code 28 · EIN 22-3367558 | Investment Management | $18,289 |
Service code 36 · EIN 27-0771521 | Copying and duplicating; Direct payme... | $17,022 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 12.39% | 9.22%+3.2pp | 13.01%-0.6pp | 9.22%+3.2pp |
| Employer contribution / active EE | $2,384 | $13,567-82.4% | $35,911-93.4% | $13,567-82.4% |
| Participant deferral / active EE | $0 | $575-100.0% | $91-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |