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 |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $424,591 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMP (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $127,830 |
SPIVAK LIPTON LLP9+ years Service code 29 · EIN 13-3494495 | Legal | $54,028 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $53,692 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $51,251 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $42,660 |
COMERICA BANK2 years Filed as: COMERICA INC Service code 19 · EIN 13-6164776 | Securities Custodian | $22,063 |
SAX LLP2 years Service code 10 · EIN 81-2950760 | Accounting | $17,600 |
ADP BROKER-DEALER2 years Filed as: ADP Service code 49 · EIN 22-3006057 | Other Services | $14,754 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $5,066 |
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 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 11.74% | 8.76%+3.0pp | 8.39%+3.3pp | 8.76%+3.0pp |
| Employer contribution / active EE | $6,338 | $16,627-61.9% | $41,487-84.7% | $16,627-61.9% |
| Participant deferral / active EE | $0 | $888-100.0% | $40-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |