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 COMPANY2 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1928058 | Actuarial | $79,432 |
REID & RIEGE, P.C.5 years Filed as: REID & RIEGE P.C. Service code 29 · EIN 06-0867204 | Legal | $65,627 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $43,770 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $38,768 |
EMPLOYEE K5 years Filed as: EMPLOYEE Y Service code 30 · EIN 06-6077019 | Direct payment from the plan; Employe... | $36,710 |
EMPLOYEE K5 years Filed as: EMPLOYEE X Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $32,305 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $28,301 |
EMPLOYEE K5 years Filed as: EMPLOYEE W Service code 30 · EIN 06-6077019 | Direct payment from the plan; Employe... | $25,148 |
RIDGEWORTH5 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 28 · EIN 95-4486379 | Investment Management | $24,840 |
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.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.47% | -8.26%-2.2pp | -5.84%-4.6pp | 2.77%-13.2pp |
| Employer contribution / active EE | $21,409 | $12,543+70.7% | $31,839-32.8% | $15,262+40.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |