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 COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $133,469 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $126,809 |
MARSELLA VIANI5 years Service code 30 · EIN 13-6188273 | Direct payment from the plan; Employe... | $69,313 |
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $68,750 |
LOCAL 6 UNION3 years Service code 15 · EIN 13-0855926 | Recordkeeping | $58,883 |
PITTA LLP3 years Filed as: PITTA AND GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $54,716 |
VULCAN VALUE PARTNERS5 years Service code 28 · EIN 39-2051712 | Investment Management | $52,014 |
PAMELA A SMITH STRITE2 years Filed as: PAMELA PARLAPIANO Service code 30 · EIN 13-6188273 | Direct payment from the plan; Employe... | $32,301 |
HILL RIVKINS, LLP3 years Service code 29 · EIN 13-5616164 | Legal | $24,588 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $19,180 |
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.
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 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 9.18% | 11.02%-1.8pp | 1087.39%-1078.2pp | 11.45%-2.3pp |
| Employer contribution / active EE | $4,207 | $20,468-79.4% | $42,245-90.0% | $17,219-75.6% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |