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 COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $202,387 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $103,406 |
MARSELLA VIANI8 years Service code 30 · EIN 13-6188273 | Employee (plan); Direct payment from ... | $81,141 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $80,000 |
PITTA LLP6 years Filed as: PITTA AND GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $72,912 |
VULCAN VALUE PARTNERS8 years Service code 28 · EIN 39-2051712 | Investment Management | $47,628 |
LOCAL 6 UNION6 years Service code 15 · EIN 13-0855926 | Recordkeeping | $46,046 |
HILL RIVKINS, LLP6 years Service code 29 · EIN 13-5616164 | Legal | $17,087 |
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $15,170 |
ADP BROKER-DEALER8 years Filed as: ADP Service code 10 · EIN 22-1467904 | Accounting | $7,201 |
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 | $13,363-100.0% | $339,002-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 39.1%-39.1pp | 2.2%-2.2pp |
| Annual return | 12.73% | 9.11%+3.6pp | 12.78%0pp | 9.11%+3.6pp |
| Employer contribution / active EE | $3,558 | $12,231-70.9% | $44,816-92.1% | $12,231-70.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $33-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,002-100.0% | $125-100.0% |