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 |
|---|---|---|
CHEIRON10+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $150,278 |
I.E. SHAFFER & CO.4 years Filed as: I.E. SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $77,500 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $61,108 |
Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 | Advisory (Plan) | $40,000 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $36,000 |
AMALGAMATED BANK1 year Filed as: AMALAGAMATED BANK Service code 19 · EIN 13-4920330 | Securities Custodian | $23,113 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE Service code 28 · EIN 74-2798841 | Investment Management | $19,080 |
DAVID ROMANO4 years Filed as: DAVID W. NEW, P.C. Service code 20 · EIN 22-2553368 | Direct payment from the plan; Trustee... | $11,869 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $5,324 |
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 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 201.13% | 10.38%+190.8pp | 6.74%+194.4pp | 8.23%+192.9pp |
| Employer contribution / active EE | $14,683 | $22,557-34.9% | $43,780-66.5% | $13,859+5.9% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |