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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVESTMENT MGMT Service code 19 · EIN 13-3200244 | Securities Custodian | $264,243 |
Filed as: BUILDING SER 32BJ HEALTH FUND Service code 13 · EIN 13-2928869 | Contract Administrator | $172,536 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $78,419 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $74,865 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 26-0516431 | Advisory (Plan) | $61,394 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $43,051 |
Filed as: RAAB, STURM & GRANCHROW, LLP Service code 29 · EIN 13-1566077 | Legal | $40,027 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $34,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 29 · EIN 13-5160382 | Legal | $14,228 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPM CHASE BANK Service code 49 · EIN 13-4994650 | Other Services | $11,810 |
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.
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 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 12.92% | 12.86%+0.1pp | 7.48%+5.4pp | 12.86%+0.1pp |
| Employer contribution / active EE | $1,491 | $13,687-89.1% | $39,603-96.2% | $13,687-89.1% |
| Participant deferral / active EE | $0 | $833-100.0% | $172-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |