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 |
|---|---|---|
SAVASTA AND COMPANY, INC.1+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $44,195 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA AND SOSNOFF Service code 28 · EIN 20-0461050 | Investment Management | $35,414 |
Filed as: STEINBERG STECKLER PICCIURRO PC Service code 10 · EIN 13-2665700 | Accounting | $24,313 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $15,125 |
Service code 29 · EIN 41-2043615 | Legal | $8,350 |
MADON MALIN PC1+ years Filed as: MADON MALIN, PC Service code 29 · EIN 13-3509284 | Legal | $7,000 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,015 |
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.
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 | $211,396-100.0% | $219,249-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 30.0%-30.0pp | 4.3%-4.3pp |
| Annual return | 4.33% | 2.81%+1.5pp | 1.50%+2.8pp | 2.81%+1.5pp |
| Employer contribution / active EE | $5,190 | $16,358-68.3% | $37,746-86.3% | $16,358-68.3% |
| Participant deferral / active EE | $0 | $775-100.0% | $87-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $0 | $1,639-100.0% |