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 COMPANY10+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 66 HUDSON BLVD EAST, 20TH FLOOR · NEW YORK, NY 10001 | Actuarial | $167,973 |
ROSALBA PEREZ8 years Service code 14 · EIN 13-6367793 475 MARKET STREET, SUITE 307 · ELMWOOD PARK, NJ 07407 | Plan Administrator | $131,820 |
SLEVIN & HART, P.C.10+ years Service code 29 · EIN 52-1708613 1300 CONNECTICUT AVENUE NW STE 700 · WASHINGTON, DC 20036 | Legal | $121,955 |
JEAN ADAMS-MENCIK10+ years Filed as: JEAN EDY JOSEPH Service code 30 · EIN 13-6367793 475 MARKET STREET, SUITE 307 · ELMWOOD PARK, NJ 07407 | Direct payment from the plan; Employe... | $61,158 |
YESENIA MARES10+ years Service code 30 · EIN 13-6367793 475 MARKET STREET, SUITE 307 · ELMWOOD PARK, NJ 07407 | Employee (plan); Direct payment from ... | $53,571 |
NELSY RODRIGUEZ4 years Service code 30 · EIN 13-6367793 475 MARKET STREET, SUITE 307 · ELMWOOD PARK, NJ 07407 | Direct payment from the plan; Employe... | $42,234 |
LOUVINA GREENAWAY3 years Service code 30 · EIN 13-6367793 475 MARKET STREET, SUITE 307 · ELMWOOD PARK, NJ 07407 | Direct payment from the plan; Employe... | $32,693 |
NEPC, LLC10+ years Service code 27 · EIN 26-1429809 225 FRANKLIN STREET, 29TH FLOOR · BOSTON, MA 02110 | Advisory (Plan) | $32,318 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 7900 WESTPARK DR. SUITE A220 · MCLEAN, VA 22102 | Accounting | $28,838 |
LOURDES LANZOT3 years Service code 30 · EIN 13-6367793 475 MARKET STREET, SUITE 307 · ELMWOOD PARK, NJ 07407 | Direct payment from the plan; Employe... | $28,268 |
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 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 6.22% | 6.95%-0.7pp | 8.91%-2.7pp | 8.23%-2.0pp |
| Employer contribution / active EE | $10,119 | $9,078+11.5% | $24,376-58.5% | $13,859-27.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |