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 COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $152,839 |
ARMAO LLP3+ years Service code 10 · EIN 46-2754053 | Accounting | $129,881 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,851 |
ELYZA VEGA3+ years Service code 30 · EIN 13-6188273 | Employee (plan); Direct payment from ... | $67,211 |
PITTA LLP3+ years Filed as: PITTA & GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $64,767 |
VULCAN VALUE PARTNERS2 years Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $58,007 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 51 · EIN 51-0368279 | Investment Mgmt Fees | $57,814 |
MARSELLA VIANI2 years Service code 30 · EIN 13-6188273 | Employee (plan); Direct payment from ... | $38,456 |
LOCAL 6 UNION3+ years Filed as: LOCAL 6 Service code 15 · EIN 13-0855926 | Recordkeeping | $21,917 |
Service code 28 · EIN 41-1923871 | Investment Management | $21,184 |
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 | $0 | $260,109-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.2%-43.2pp | 0.0%0pp |
| Annual return | 13.93% | 17.84%-3.9pp | 8.93%+5.0pp | 17.84%-3.9pp |
| Employer contribution / active EE | $2,941 | $14,688-80.0% | $43,470-93.2% | $14,688-80.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $223-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,225-100.0% | - |