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 |
|---|---|---|
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $80,852 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $75,646 |
MARSELLA VIANI7 years Service code 30 · EIN 13-6188273 | Direct payment from the plan; Employe... | $72,408 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $65,729 |
Filed as: JOSHUA HARNISHER Service code 30 · EIN 13-6188273 | Direct payment from the plan; Employe... | $49,119 |
LOCAL 6 UNION5 years Service code 15 · EIN 13-0855926 | Recordkeeping | $48,843 |
PITTA LLP5 years Filed as: PITTA AND GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $48,277 |
VULCAN VALUE PARTNERS7 years Service code 28 · EIN 39-2051712 | Investment Management | $42,410 |
HILL RIVKINS, LLP5 years Service code 29 · EIN 13-5616164 | Legal | $16,518 |
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $15,170 |
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 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | -14.03% | 23.41%-37.4pp | -11.06%-3.0pp | 23.41%-37.4pp |
| Employer contribution / active EE | $3,381 | $12,650-73.3% | $55,362-93.9% | $12,650-73.3% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |