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 8-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 |
|---|---|---|
MARQUETTE ASSOCIATES7 years Service code 17 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $102,865 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 PO BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $33,768 |
OSULLIVAN ASSOCIATES INC.8 years Service code 22 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Insurance Broker | $32,450 |
COLLERAN, O'HARA & MILLS LLP8 years Filed as: HOLM & OHARA LLP Service code 32 · EIN 10-6327580 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Real estate brokerage | $27,671 |
UHY LLP1 year Filed as: UHY ADVISORS NORTHEAST, INC Service code 13 · EIN 14-1555429 ONE HUDSON CITY CENTRE SUITE 204 · HUDSON, NY 12534 | Contract Administrator | $21,000 |
Filed as: BERARD & ASSOCIATES Service code 10 · EIN 13-3774222 44 PARK AVE · SUFFERN, NY 10901 | Accounting | $11,100 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO Service code 21 211 MAIN STREET - 2ND FLOOR · ANSONIA, CT 06401 | Bank Trustee | $10,706 |
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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 9.31% | 7.29%+2.0pp | 8.09%+1.2pp | 8.23%+1.1pp |
| Employer contribution / active EE | $31,144 | $9,761+219.1% | $28,732+8.4% | $13,859+124.7% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |