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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $46,834 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $38,017 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 50 · EIN 01-0233346 | Direct Payment | $36,252 |
SPIVAK LIPTON LLP10+ years Service code 29 · EIN 13-3494495 | Legal | $17,775 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $16,913 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 | Insurance Broker | $3,920 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SVCS INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,925 | $65,241+200.3% | $126,539+54.8% | $85,563+129.0% |
| Participation rate | 100.0% | 48.6%+51.4pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 10.84% | 42.19%-31.4pp | 425.95%-415.1pp | 31.51%-20.7pp |
| Employer contribution / active EE | $8,024 | $1,937+314.2% | $3,674+118.4% | $2,654+202.4% |
| Participant deferral / active EE | $0 | $3,032-100.0% | $4,083-100.0% | $4,375-100.0% |
| Admin fee / account holder | $464 | $1,031-55.0% | $6,065-92.3% | $834-44.4% |