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 |
|---|---|---|
SAGE ADVISORY SERVICES3 years Service code 51 · EIN 74-2797741 | Investment Mgmt Fees | $175,688 |
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $175,454 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 06-0839113 | Actuarial | $173,808 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $49,971 |
CLEARY, JOSEM & TRIGIANI LLP5 years Service code 29 · EIN 23-2657967 | Legal | $38,850 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $33,075 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 51 · EIN 36-3145972 | Investment Mgmt Fees | $26,250 |
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 | $185,887-100.0% | $179,823-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.9%-43.9pp |
| Annual return | 5.25% | 173.56%-168.3pp | 148.32%-143.1pp | 13.05%-7.8pp |
| Employer contribution / active EE | $6,087 | $30,788-80.2% | $26,818-77.3% | $37,651-83.8% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $30,946-100.0% |