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 |
|---|---|---|
COHEN & STEERS1 year Filed as: COHEN WEISS & SIMON LLP Service code 29 900 THIRD AVENUE SUITE 2100 · NEW YORK, NY 10022 | Legal | $182,627 |
Filed as: DANIEL H. COOK ASSOCIATES INC Service code 12 · EIN 11-2424843 253 WEST 35TH ST, 12TH FLOOR · NEW YORK, NY 10001 | Direct payment from the plan; Claims ... | $66,850 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 2277 STATE HWY 33 STE 409 · TRENTON, NJ 08610 | Actuarial | $53,600 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS INC Service code 26 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Participants) | $45,000 |
ROGOFF & COMPANY PC1 year Service code 10 · EIN 13-2688836 355 LEXINGTON AVE, 6TH FL · NEW YORK, NY 10017 | Accounting | $35,000 |
VITECH SYSTEMS GROUP2 years Filed as: VITECH SYSTEMS GROUP INC Service code 15 · EIN 13-3785492 401 PARK AVENUE S · NEW YORK, NY 10016 | Recordkeeping | $16,966 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -7.59% | -0.94%-6.7pp | -2.18%-5.4pp | 33.37%-41.0pp |
| Employer contribution / active EE | $811 | $12,464-93.5% | $38,751-97.9% | $11,253-92.8% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |