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 |
|---|---|---|
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $390,676 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO.(EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $110,818 |
SCHULTHEIS & PANETTIERI, LLP9 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $96,837 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $81,532 |
DAHAB ASSOCIATES8 years Filed as: DAHAB ASSOCIATES INC Service code 27 · EIN 11-2783874 | Advisory (Plan) | $57,927 |
LAZARD ASSET MANAGEMENT9 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $49,421 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $44,688 |
HIGH LEVEL TECHNOLOGIES INC9 years Service code 16 · EIN 26-2309928 | Consulting | $41,236 |
PROSKAUER ROSE LLP9 years Service code 29 · EIN 13-1840454 | Legal | $37,253 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $27,144 |
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 | 7.37% | 9.24%-1.9pp | 9.65%-2.3pp | 10.71%-3.3pp |
| Employer contribution / active EE | $13,526 | $14,215-4.8% | $26,259-48.5% | $14,986-9.7% |
| 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% | - |