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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: VIBRANT CAPITAL PARTNERS Service code 28 · EIN 74-3199235 | Investment Management | $1,648,352 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $428,672 |
DFG 401(K) ADVISORS1 year Filed as: DFG INVESTMENT ADVISERS, INC. Service code 28 | Investment Management | $342,914 |
CAPITAL ASSET ADVISORS6+ years Service code 27 · EIN 06-1218195 1029 FRIENDLY RD · OYSTER BAY, NY 11771 | Advisory (Plan) | $100,000 |
ENTRUST PARTNERS OFFSHORE LP6+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $84,174 |
US BANK6+ years Service code 19 · EIN 31-0841368 2204 LAKESHORE DRIVE · BIRMINGHAM, AL 35209 | Securities Custodian | $54,189 |
FRIEDMAN & ANSPACH6+ years Service code 29 · EIN 13-3403675 1500 BROADWAY · NEW YORK, NY 35209 | Legal | $51,443 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 ONE PARK AVE · NEW YORK, NY 10016 | Actuarial | $47,850 |
MSPC6+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $33,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 13.21% | 9.58%+3.6pp | 9.52%+3.7pp | 11.45%+1.8pp |
| Employer contribution / active EE | $15,426 | $21,155-27.1% | $41,951-63.2% | $17,219-10.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |