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 SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $89,370 |
O'DONOGHUE & O'DONOGHUE10+ years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $59,699 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $41,693 |
THE SEGAL COMPANY8 years Service code 11 · EIN 13-1835864 | Actuarial | $39,198 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $18,375 |
JUDITH P. BROACH8 years Service code 31 14 WALL STREET, STE 5G · NEW YORK, NY 10005 | Direct payment from the plan; Named f... | $18,060 |
STULBERG & WALSH LLP5 years Service code 29 · EIN 13-3309770 | Legal | $5,584 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 17.1%-17.1pp |
| Annual return | 1.97% | 10.98%-9.0pp | 9.49%-7.5pp | 9.82%-7.9pp |
| Employer contribution / active EE | $18,865 | $19,261-2.1% | $29,215-35.4% | $13,587+38.8% |
| Participant deferral / active EE | $0 | $1,087-100.0% | $359-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |