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 |
|---|---|---|
SCHULTE ROTH & ZABEL LLP10+ years Service code 29 · EIN 12-2633996 | Legal | $606,652 |
AMALGAMATED5 years Filed as: AMALGAMATED EMPOYEE BENEFITS ADMINI Service code 13 · EIN 13-3432221 | Contract Administrator | $463,466 |
Service code 11 · EIN 26-1370698 | Actuarial | $120,964 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $111,512 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $104,294 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 28 · EIN 59-3676225 | Investment Management | $63,750 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $47,000 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISOR Service code 28 · EIN 13-3257590 | Investment Management | $42,215 |
NEWTOWER TRUST COMPANY10+ years Service code 21 · EIN 20-1641876 | Bank Trustee | $33,908 |
HAMILTON LANE ADVISORS, LLC10+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $28,666 |
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.
Employer contribution per participant 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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 7.70% | 9.30%-1.6pp | 8.34%-0.6pp | 9.30%-1.6pp |
| Employer contribution / active EE | $1,086 | $12,557-91.4% | $30,799-96.5% | $12,557-91.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |