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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $81,856 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1835864 | Actuarial | $67,164 |
O'DONOGHUE & O'DONOGHUE7+ years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $58,519 |
NOVAK FRANCELLA LLC7+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $36,241 |
REYNOLDS CONSULTING SERVICES7+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $17,500 |
JUDITH P. BROACH5 years Service code 31 14 WALL STREET, STE 5G · NEW YORK, NY 10005 | Named fiduciary; Direct payment from ... | $15,266 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,756 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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 | $779,308-100.0% | $748,470-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.4%-44.4pp |
| Annual return | 7.81% | -0.99%+8.8pp | 0.46%+7.4pp | -14.65%+22.5pp |
| Employer contribution / active EE | $6,757 | $40,624-83.4% | $35,480-81.0% | $46,320-85.4% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,631-100.0% |