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 |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $124,435 |
ULLICO2+ years Filed as: ULLICO CASUALTY GROUP Service code 50 · EIN 13-2988846 | Direct Payment | $76,239 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $57,305 |
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $46,972 |
THE BANK OF NEW YORK MELLON2+ years Service code 12 · EIN 13-5160382 | Custodial (securities); Float revenue... | $41,614 |
EUCLID SPECIALTY MANAGERS, LLC2+ years Filed as: EUCLID SPECIALTY MANAGERS LLC Service code 50 · EIN 46-0619194 | Direct Payment | $33,148 |
Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUIN Service code 29 · EIN 22-1973215 | Legal | $25,000 |
BENEFITS LAW GROUP2+ years Service code 29 · EIN 58-2277316 | Legal | $16,298 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D BILLER & ASSOCIATES Service code 16 · EIN 94-2854958 | Consulting | $12,500 |
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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 6.03% | 6.68%-0.7pp | 4.72%+1.3pp | 9.19%-3.2pp |
| Employer contribution / active EE | $21,003 | $25,873-18.8% | $30,821-31.9% | $12,608+66.6% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |