See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $144,300 |
DRYWALL TAPERS INSURANCE FUND2+ years Service code 36 · EIN 13-3562352 | Participant communication; Copying an... | $132,419 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $47,920 |
AMAGLAMATED BANK OF NY2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $45,327 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $31,912 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Service code 28 · EIN 22-3367558 | Investment Management | $28,276 |
Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $25,437 |
KMR SYSTEMS CORP2+ years Service code 15 · EIN 13-3192128 | Recordkeeping | $24,975 |
Filed as: MARSHALL & MOSS,PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $21,238 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 8.26% | 5.13%+3.1pp | 4.74%+3.5pp | 7.18%+1.1pp |
| Employer contribution / active EE | $7,473 | $14,689-49.1% | $36,089-79.3% | $13,095-42.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |