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 |
|---|---|---|
BUILDING SERVICE 32BJ HEALTH FUND11+ years Service code 10 · EIN 13-2928869 | Accounting | $949,002 |
Service code 28 · EIN 30-0016268 | Investment Management | $256,489 |
DWS FUNDS2 years Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $231,696 |
Service code 28 · EIN 74-3246212 | Investment Management | $161,875 |
SLEVIN & HART, P.C.11+ years Service code 29 · EIN 52-1078613 | Legal | $143,885 |
INDEPENDENT FINANCIAL PARTNERS11+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $138,383 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 | Actuarial | $137,107 |
MEKETA INVESTMENT GROUP11+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $127,000 |
DODGE & COX7 years Service code 28 · EIN 94-1441976 | Investment Management | $118,418 |
PARNASSUS1 year Filed as: PARNASSUS INVESTMENTS, LLC Service code 28 · EIN 87-2269073 | Investment Management | $100,302 |
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 | $0 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 12.54% | 9.57%+3.0pp | 13.01%-0.5pp | 9.57%+3.0pp |
| Employer contribution / active EE | $4,596 | $9,429-51.3% | $35,911-87.2% | $9,429-51.3% |
| Participant deferral / active EE | $0 | $408-100.0% | $91-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |