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 |
|---|---|---|
FRIEDMAN & ANSPACH7+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $243,367 |
DICKINSON WRIGHT PLLC7+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $160,901 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & CO.,LLP Service code 10 · EIN 13-1578842 | Accounting | $144,497 |
BLITMAN & KING2 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1043704 | Legal | $140,506 |
Service code 19 · EIN 04-2895544 | Securities Custodian | $70,091 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $56,525 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $50,000 |
MINTZ & GOLD LLP5 years Service code 29 · EIN 11-3179008 | Legal | $33,855 |
LOOMIS SAYLES1 year Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $17,780 |
Filed as: NY LIFE INVESTMENT MANAGEMENT Service code 28 · EIN 13-5582869 | Investment Management | $9,470 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,408-100.0% | - | $350,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | -18.13% | -7.28%-10.9pp | 22.50%-40.6pp | -14.65%-3.5pp |
| Employer contribution / active EE | $0 | $42,083-100.0% | $33,849-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,631-100.0% | - | $14,631-100.0% |