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 |
|---|---|---|
ARMAO LLP2+ years Service code 10 · EIN 46-2754053 | Accounting | $147,283 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $109,861 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $74,618 |
ELYZA VEGA2+ years Service code 30 · EIN 06-4723433 | Direct payment from the plan; Employe... | $64,697 |
VULCAN VALUE PARTNERS1 year Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $52,209 |
MARSELLA VIANI1 year Service code 30 · EIN 64-0575510 | Direct payment from the plan; Employe... | $37,843 |
Service code 28 · EIN 41-1923871 | Investment Management | $30,212 |
PITTA LLP2+ years Filed as: PITTA & GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $24,593 |
MD SASS2+ years Filed as: MD SASS ASSOCIATES, INC. Service code 51 · EIN 13-2704843 | Investment Mgmt Fees | $17,666 |
HILL RIVKINS, LLP1 year Filed as: HILL RIVKINS LLP Service code 29 · EIN 13-5616164 | Legal | $14,563 |
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 | $381,942,733-100.0% | $115,507-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 0.0%0pp |
| Annual return | 5.73% | 9.19%-3.5pp | 4.07%+1.7pp | 9.19%-3.5pp |
| Employer contribution / active EE | $2,872 | $12,608-77.2% | $45,149-93.6% | $12,608-77.2% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $92-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $203,571-100.0% | $2,655,710-100.0% |