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 COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $121,013 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,045 |
ELYZA VEGA1+ years Service code 30 · EIN 13-6188273 | Employee (plan); Direct payment from ... | $64,629 |
PITTA LLP1+ years Filed as: PITTA & GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $64,468 |
ARMAO LLP1+ years Service code 10 · EIN 46-2754053 | Accounting | $54,382 |
CAMBIAR INVESTORS LLC1+ years Service code 28 · EIN 84-1596610 | Investment Management | $50,856 |
EVELYN ALAMEDA1+ years Filed as: EVELYN MARIA ESTEVES Service code 30 · EIN 13-6188273 | Employee (plan); Direct payment from ... | $34,876 |
Service code 51 · EIN 41-1923871 | Investment Mgmt Fees | $33,982 |
VONTOBEL USA INC1+ years Filed as: VONTOBEL ASSET MANAGEMENT INC. Service code 51 · EIN 13-3223264 | Investment Mgmt Fees | $28,567 |
MD SASS1+ years Filed as: MD SASS ASSOCIATES, INC. Service code 51 · EIN 13-2704843 | Investment Mgmt Fees | $19,839 |
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 | $14,096,330-100.0% | $226,711-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.0%0pp |
| Annual return | -2.13% | 1.67%-3.8pp | -1.71%-0.4pp | 1.67%-3.8pp |
| Employer contribution / active EE | $2,838 | $10,506-73.0% | $45,357-93.7% | $10,506-73.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $175-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $7,161-100.0% | $66,276-100.0% |