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 |
|---|---|---|
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN TRUST COMPANY N.A. Service code 19 · EIN 91-2092771 | Securities Custodian | $180,879 |
Service code 13 · EIN 22-6082349 | Contract Administrator | $102,840 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $82,500 |
COHEN & STEERS1+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $67,019 |
Filed as: STEINBERG, STECKLER & PICCIURRO,PC Service code 10 · EIN 13-2665700 | Accounting | $39,205 |
PITTA LLP1+ years Filed as: PITTA AND GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $33,749 |
FITZSIMMONS ABRAMS, LLP1+ years Filed as: FITZSIMMON AND ABRAMS, LLP Service code 10 · EIN 13-2858927 | Accounting | $33,400 |
SCHULTHEIS & PANETTIERI, LLP1+ years Filed as: SCHULTHEIS AND PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $16,566 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 | Insurance Broker | $5,136 |
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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -1.53% | -1.11%-0.4pp | -1.10%-0.4pp | -0.60%-0.9pp |
| Employer contribution / active EE | $11,546 | $11,820-2.3% | $27,248-57.6% | $12,272-5.9% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |