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 |
|---|---|---|
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $81,283 |
STACEY BRAUN ASSOCIATES, INC.3+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $58,809 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $52,000 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $34,889 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Filed as: BARNES, IACCARINO, & SHEPHERD LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $30,000 |
SUZANNE AHEARN4+ years Service code 30 · EIN 13-1777458 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Employee (plan); Direct payment from ... | $27,086 |
Filed as: MICHAEL SCHWADRON Service code 30 · EIN 13-1777458 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Direct payment from the plan; Employe... | $25,240 |
PINNACLE ASSOCIATES LTD3+ years Service code 28 · EIN 13-3220717 335 MADISON AVENUE · NEW YORK, NY 10017 | Investment Management | $24,177 |
Filed as: ZACKS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 36-3792197 227 WEST MONROE STREET · CHICAGO, IL 60606 | Investment Management | $22,961 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $21,000 |
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.
Annual investment return 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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -6.94% | -1.12%-5.8pp | -2.18%-4.8pp | 0.19%-7.1pp |
| Employer contribution / active EE | $17,483 | $12,052+45.1% | $38,751-54.9% | $13,763+27.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |