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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $289,752 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 27 · EIN 52-6257033 | Advisory (Plan) | $147,993 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY(EASTERN STATES)IN Service code 11 · EIN 13-1835864 | Actuarial | $115,448 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $62,062 |
TARTER KRINSKY & DROGIN2 years Service code 29 · EIN 13-4160916 | Legal | $50,000 |
CLEARY, JOSEM & TRIGIANI LLP10+ years Service code 29 · EIN 23-2657967 | Legal | $47,484 |
AMALGAMATED BANK6 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $42,591 |
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 8.48% | 8.76%-0.3pp | 148.21%-139.7pp | 8.76%-0.3pp |
| Employer contribution / active EE | $3,639 | $16,627-78.1% | $26,792-86.4% | $16,627-78.1% |
| Participant deferral / active EE | $0 | $888-100.0% | $63-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |