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 |
|---|---|---|
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $992,598 |
Filed as: FIRST REPUBLIC SECURITIES CO. Service code 28 111 PINE STREET · SAN FRANCISCO, CA 94111 | Investment Management | $513,885 |
CARDAY ASSOCIATES2 years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $421,929 |
Service code 27 · EIN 34-1922005 | Advisory (Plan) | $364,020 |
Service code 28 · EIN 13-4194623 | Investment Management | $284,841 |
SUNTRUST BANKS, INC.3+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $223,777 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Service code 11 · EIN 26-3842522 | Actuarial | $223,612 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $214,711 |
GOLDMAN SACHS3+ years Filed as: DSM CAPITAL PARTNERS Service code 28 116 RADIO CIR DRIVE, #200 · MT. KISCO, NY 10549 | Investment Management | $214,669 |
COHEN & STEERS3+ years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $189,512 |
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 1 reportable transaction. $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 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 13.02% | 17.84%-4.8pp | 7.90%+5.1pp | 17.84%-4.8pp |
| Employer contribution / active EE | $3,978 | $14,688-72.9% | $41,695-90.5% | $14,688-72.9% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |