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 |
|---|---|---|
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $317,721 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT MGMT Service code 19 · EIN 13-3200244 | Securities Custodian | $281,965 |
Filed as: BUILDING SER 32BJ HEALTH FUND Service code 13 · EIN 13-2928869 | Contract Administrator | $152,263 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $72,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 26-0516431 | Advisory (Plan) | $64,345 |
RAAB, STURM & GANCHROW, LLP4+ years Service code 29 · EIN 13-1566077 | Legal | $40,106 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $26,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $157,995-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | -6.54% | 33.37%-39.9pp | 83.75%-90.3pp | 33.37%-39.9pp |
| Employer contribution / active EE | $2,457 | $11,253-78.2% | $41,592-94.1% | $11,253-78.2% |
| Participant deferral / active EE | $0 | $819-100.0% | $77-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $678-100.0% | $99,113-100.0% |