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 |
|---|---|---|
Filed as: BENEFIT PLANS, INC Service code 13 · EIN 95-4654044 | Contract Administrator | $199,663 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $146,509 |
SPIVAK LIPTON LLP10+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $128,468 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $127,042 |
SCHULTHEIS & PANETTIERI, LLP9 years Service code 10 · EIN 13-1577780 | Accounting | $92,623 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $86,618 |
RIDGEWORTH2 years Filed as: KAYNE ANDERSON RUDNICK INVST MGMT Service code 28 · EIN 95-4191764 | Investment Management | $84,552 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $75,978 |
PROSKAUER ROSE LLP10+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $66,290 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $30,404 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 8.97% | 8.48%+0.5pp | 37.43%-28.5pp | 9.22%-0.3pp |
| Employer contribution / active EE | $6,564 | $8,226-20.2% | $38,058-82.8% | $13,567-51.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |