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 COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $142,594 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $99,739 |
MARSELLA VIANI4 years Service code 30 · EIN 13-6188273 | Direct payment from the plan; Employe... | $92,381 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $80,076 |
VULCAN VALUE PARTNERS4 years Service code 28 · EIN 39-2051712 | Investment Management | $56,156 |
LOCAL 6 UNION2 years Service code 15 · EIN 13-0855926 | Recordkeeping | $48,305 |
PITTA LLP2 years Filed as: PITTA AND GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $47,082 |
PAMELA A SMITH STRITE1 year Filed as: PAMELA PARLAPIANO Service code 30 · EIN 13-6188273 | Employee (plan); Direct payment from ... | $31,932 |
ANDREW FAIR, ESQ.2 years Filed as: ANDREW BECK Service code 30 · EIN 13-6188273 | Direct payment from the plan; Employe... | $31,922 |
HILL RIVKINS, LLP2 years Service code 29 · EIN 13-5616164 | Legal | $15,835 |
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 | $341,093,897-100.0% | $179,713-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 0.0%0pp |
| Annual return | 19.87% | 21.83%-2.0pp | 8.22%+11.7pp | 21.83%-2.0pp |
| Employer contribution / active EE | $3,115 | $12,237-74.5% | $46,636-93.3% | $12,237-74.5% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,719-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,392-100.0% | $1,551,325-100.0% |