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 COMPANY5 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $106,050 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1928058 | Actuarial | $91,514 |
REID & RIEGE, P.C.8 years Filed as: REID & RIEGE P.C. Service code 29 · EIN 06-0867204 | Legal | $64,844 |
EMPLOYEE K8 years Filed as: EMPLOYEE X Service code 50 · EIN 06-6077019 | Direct Payment | $48,161 |
EMPLOYEE K8 years Filed as: EMPLOYEE W Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $43,523 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 | Accounting | $42,251 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $36,558 |
RIDGEWORTH8 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 28 · EIN 95-4486379 | Investment Management | $32,518 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $29,364 |
EMPLOYEE K8 years Filed as: EMPLOYEE Y Service code 30 · EIN 06-6077019 | Employee (plan) | $29,230 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.29% | 9.24%+1.1pp | 9.65%+0.6pp | 10.71%-0.4pp |
| Employer contribution / active EE | $22,335 | $14,215+57.1% | $26,259-14.9% | $14,986+49.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |