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 |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $192,692 |
NOVAK FRANCELLA LLC7 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $129,332 |
MARSELLA VIANI9 years Service code 30 · EIN 13-6188273 | Direct payment from the plan; Employe... | $106,836 |
PITTA LLP7 years Filed as: PITTA AND GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $101,493 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $80,000 |
VULCAN VALUE PARTNERS9 years Service code 28 · EIN 39-2051712 | Investment Management | $48,891 |
LOCAL 6 UNION7 years Service code 50 · EIN 13-0855926 | Direct Payment | $41,363 |
Service code 29 · EIN 13-3573855 | Legal | $24,322 |
HILL RIVKINS, LLP7 years Service code 50 · EIN 13-5616164 | Direct Payment | $17,500 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 50 · EIN 36-0721895 | Direct Payment | $15,760 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $227,811-100.0% | $157,677-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 43.9%-43.9pp |
| Annual return | -97.89% | 8.39%-106.3pp | 8.39%-106.3pp | 13.05%-110.9pp |
| Employer contribution / active EE | $0 | $45,922-100.0% | $41,535-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $30,946-100.0% |