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 |
|---|---|---|
THE SEGAL COMPANY7 years Service code 11 · EIN 13-1835864 | Actuarial | $126,886 |
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $89,370 |
NOVAK FRANCELLA LLC9+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $55,084 |
JUDITH P. BROACH7 years Service code 31 14 WALL STREET, STE 5G · NEW YORK, NY 10005 | Direct payment from the plan; Named f... | $39,107 |
O'DONOGHUE & O'DONOGHUE9+ years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $38,077 |
REYNOLDS CONSULTING SERVICES9+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $22,969 |
STULBERG & WALSH LLP4 years Service code 29 · EIN 13-3309770 | Legal | $10,509 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERV., INC. Service code 22 · EIN 46-0619194 | Insurance Broker | $9,115 |
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.
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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 6.76% | 10.25%-3.5pp | 8.34%-1.6pp | 8.23%-1.5pp |
| Employer contribution / active EE | $17,303 | $16,685+3.7% | $30,799-43.8% | $13,859+24.9% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |