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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Service code 28 · EIN 13-2889432 377 BROADWAY 8TH FLOOR · NEW YORK, NY 10013 | Investment Management | $142,720 |
BOSTON PARTNERS8 years Filed as: BOSTON PARTNERS GLOBAL INVEST, INC. Service code 28 · EIN 98-0202744 ONE GRAND CENTRAL PL · NEW YORK, NY 10165 | Investment Management | $95,145 |
Filed as: MARSHALL & MOSS ADMIN SERVICES Service code 14 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Plan Administrator | $75,221 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $72,026 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $67,698 |
FRANKLIN TEMPLETON8 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $62,478 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $51,000 |
IRINA HONCZARENKO3 years Service code 30 · EIN 13-6186984 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Employee (plan); Direct payment from ... | $40,105 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $40,000 |
BARNES, IACCARINO & SHEPHERD LLP11+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $33,000 |
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.
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 | $36,224-100.0% | $181,048-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 2.1%-2.1pp |
| Annual return | 11.15% | 12.82%-1.7pp | 9.65%+1.5pp | 9.14%+2.0pp |
| Employer contribution / active EE | $19,199 | $13,831+38.8% | $26,259-26.9% | $19,963-3.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $749-100.0% | $200-100.0% |