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 |
|---|---|---|
WILLIAM J. TURNBULL10+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $92,835 |
VITECH SYSTEMS GROUP10+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $74,546 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
DENNIS G. JENKINS, CPA,LLC5 years Filed as: DENNIS O'KANE Service code 30 · EIN 13-3917806 | Employee (plan) | $41,311 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $15,588 |
LAPADULA CARLSON & CO3 years Filed as: LAPADULA, CARLSON & CO., CPA Service code 10 · EIN 65-0292391 | Accounting | $15,000 |
Filed as: LINDABURY, MCCORMICK ESTABROOK & CO Service code 29 · EIN 22-1943351 | Legal | $7,548 |
CHUBB10+ years Filed as: CHUBB & SON Service code 22 · EIN 13-1963496 | Insurance Broker | $7,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,942 | $241,101-20.4% | $103,333+85.8% | $199,593-3.8% |
| Participation rate | 91.0% | 78.3%+12.7pp | 74.5%+16.5pp | 72.0%+19.1pp |
| Annual return | 18.19% | 17.80%+0.4pp | 24.88%-6.7pp | 34.25%-16.1pp |
| Employer contribution / active EE | $9,818 | $4,244+131.3% | $3,868+153.8% | $3,034+223.6% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $233 | $288-19.0% | $8,355-97.2% | $269-13.3% |