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 |
|---|---|---|
Service code 28 · EIN 04-2895544 | Investment Management | $486,664 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $425,694 |
SUSETTE STONE10+ years Service code 30 · EIN 13-5660090 | Direct payment from the plan; Employe... | $306,877 |
GOLDMAN SACHS10+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 28 · EIN 83-0473650 | Investment Management | $305,761 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $295,365 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $234,448 |
AQR CAPITAL MANAGEMENT LLC10+ years Service code 28 · EIN 13-3987414 | Investment Management | $168,058 |
CARY KANE LLP10+ years Service code 29 · EIN 88-1989795 | Legal | $141,320 |
QUAN-VEST CONSULTANTS, INC.7 years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $136,992 |
JAMES L. GREEN, P.C.10+ years Service code 29 · EIN 20-0844028 | Legal | $136,409 |
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 | $158,848-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 9.93% | 9.22%+0.7pp | 9.49%+0.4pp | 9.22%+0.7pp |
| Employer contribution / active EE | $1,953 | $13,567-85.6% | $24,351-92.0% | $13,567-85.6% |
| Participant deferral / active EE | $0 | $575-100.0% | $28-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |