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 |
|---|---|---|
COLLERAN, O'HARA & MILLS LLP10+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 11-2326314 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $81,593 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $42,895 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVE 7TH FLOOR · NEW YORK, NY 10016 | Accounting | $31,775 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Securities Custodian | $25,640 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST CONSULT INC Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $24,447 |
DANIEL H. COOK ASSOCIATES, INC10+ years Filed as: DANIEL H. COOK ASSOCIATES INC. Service code 13 · EIN 11-2424843 1040 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Contract Administrator | $22,680 |
NEWTOWER TRUST COMPANY10+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO CENTER SUITE 1600 · BETHESDA, MD 20814 | Securities Custodian | $22,290 |
KOBGO ASSOCIATES10+ years Service code 10 · EIN 13-2751089 192 LEXINGTON AVE 7TH FLOOR · NEW YORK, NY 10016 | Accounting | $17,680 |
VENABLE LLP3 years Service code 29 · EIN 52-0517250 151 W 42ND STREET 49TH FLOOR · NEW YORK, NY 10036 | Legal | $12,700 |
AFL-CIO HOUSING INVESTMENT TRUST10+ years Filed as: AFL-CIO HOUSING INV Service code 19 · EIN 52-6220193 2401 PENNSYLVANIA AVE NW · WASHINGTON, DC 20037 | Securities Custodian | $7,750 |
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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 12.20% | 7.29%+4.9pp | 8.09%+4.1pp | 8.23%+4.0pp |
| Employer contribution / active EE | $15,202 | $9,761+55.7% | $28,732-47.1% | $13,859+9.7% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |