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 |
|---|---|---|
MARCIA AZEEZ9+ years Service code 30 · EIN 13-2569697 | Direct payment from the plan; Employe... | $110,428 |
VOYAGEUR CAPITAL INVESTMENT MANAGEM1 year Service code 28 · EIN 39-1992073 | Investment Management | $82,302 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $80,641 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $64,878 |
PITTA LLP7 years Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $40,999 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-2614959 | Securities Custodian | $37,500 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $27,500 |
Filed as: ELLENOFF, GROSSMAN & SCHOLE, LLP Service code 29 · EIN 13-3643185 | Legal | $24,000 |
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.
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 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 21.31% | 8.76%+12.6pp | 7.14%+14.2pp | 8.76%+12.6pp |
| Employer contribution / active EE | $7,111 | $16,627-57.2% | $20,022-64.5% | $16,627-57.2% |
| Participant deferral / active EE | $0 | $888-100.0% | $31-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |