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) | $511,483 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $131,750 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMP (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $88,406 |
SPIVAK LIPTON LLP10+ years Service code 29 · EIN 13-3494495 | Legal | $79,108 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $60,939 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $57,017 |
COMERICA BANK3 years Filed as: COMERICA INC Service code 19 · EIN 13-6164776 | Securities Custodian | $27,588 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 49 · EIN 22-3006057 | Other Services | $15,787 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 | Insurance Broker | $3,920 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SVCS INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
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 | $197,205-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.7%-26.7pp | 0.0%0pp |
| Annual return | 10.29% | 10.71%-0.4pp | 9.79%+0.5pp | 10.71%-0.4pp |
| Employer contribution / active EE | $5,817 | $14,986-61.2% | $40,174-85.5% | $14,986-61.2% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $199-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $1,949-100.0% | - |