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 COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $175,168 |
PITTA LLP1 year Filed as: PITTA AND GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $147,125 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW BECK Service code 30 · EIN 13-6188273 | Employee (plan); Direct payment from ... | $75,290 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $74,935 |
LOCAL 6 UNION1 year Service code 15 · EIN 13-0855926 | Recordkeeping | $66,341 |
MARSELLA VIANI3 years Service code 30 · EIN 13-6188273 | Direct payment from the plan; Employe... | $63,636 |
VULCAN VALUE PARTNERS3 years Service code 28 · EIN 39-2051712 | Investment Management | $56,598 |
ARMAO LLP1 year Filed as: ARMAO, LLP Service code 10 · EIN 46-2754053 | Accounting | $38,264 |
HILL RIVKINS, LLP1 year Service code 29 · EIN 13-5616164 | Legal | $22,554 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $17,335 |
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.
Annual investment return 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 | $21,578,776-100.0% | $171,071-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 0.0%0pp |
| Annual return | -7.57% | 33.37%-40.9pp | -3.19%-4.4pp | 33.37%-40.9pp |
| Employer contribution / active EE | $3,129 | $11,253-72.2% | $48,658-93.6% | $11,253-72.2% |
| Participant deferral / active EE | $0 | $819-100.0% | $273-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,129-100.0% | $99,113-100.0% |